Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s DaVita DVA Stock Holding History

Capital Fund Management (CFM)’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,000
Closed -$1.59M – 2435
2025
Q3 		$1.59M Buy
+12,000
New +$1.65M ﹤0.01% 1882
2025
Q1 		– Sell
-18,600
Closed -$2.78M – 2085
2024
Q4 		$2.78M Buy
18,600
+100
+0.5% +$15.7K 0.01% 1364
2024
Q3 		$3.03M Buy
18,500
+2,100
+13% +$310K 0.01% 1250
2024
Q2 		$2.27M Sell
16,400
-23,700
-59% -$3.27M 0.01% 1329
2024
Q1 		$5.54M Sell
40,100
-5,600
-12% -$672K 0.02% 1006
2023
Q4 		$4.79M Buy
45,700
+16,500
+57% +$1.52M 0.01% 1110
2023
Q3 		$2.76M Buy
+29,200
New +$2.98M 0.01% 1217
2021
Q3 		– Sell
-15,800
Closed -$1.9M – 1575
2021
Q2 		$1.9M Buy
+15,800
New +$1.87M 0.02% 960
2020
Q2 		– Sell
-8,800
Closed -$669K – 1160
2020
Q1 		$669K Sell
8,800
-5,600
-39% -$440K 0.01% 935
2019
Q4 		$1.08M Buy
+14,400
New +$955K 0.01% 1053
2018
Q2 		– Sell
-15,500
Closed -$1.02M – 2045
2018
Q1 		$1.02M Buy
+15,500
New +$1.14M 0.01% 1226
2017
Q2 		– Sell
-5,500
Closed -$374K – 1507
2017
Q1 		$374K Sell
5,500
-23,200
-81% -$1.54M ﹤0.01% 1230
2016
Q4 		$1.84M Buy
+28,700
New +$1.79M 0.02% 790
2016
Q3 		– Sell
-13,700
Closed -$1.06M – 1609
2016
Q2 		$1.06M Buy
13,700
+9,500
+226% +$718K 0.01% 941
2016
Q1 		$308K Buy
+4,200
New +$284K ﹤0.01% 1310
2014
Q4 		– Sell
-6,400
Closed -$468K – 1632
2014
Q3 		$468K Buy
+6,400
New +$469K 0.01% 1178
2014
Q2 		– Sell
-3,600
Closed -$248K – 1724
2014
Q1 		$248K Buy
+3,600
New +$239K ﹤0.01% 1552

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Fund Management (CFM)'s DVA Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of DaVita (DVA) in Q1 2026, closing a stake of 29,797 shares — an estimated $3.39M sold.

Capital Fund Management (CFM) first reported a position in DVA in Q3 2013 and held it in 15 quarters. The position peaked at $15.1M in Q3 2018. 583 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 29,797 DaVita shares in Q1 2026, an estimated $3.39M.
  • Capital Fund Management (CFM) first reported a position in DaVita in Q3 2013 and held it in 15 quarters.
  • Capital Fund Management (CFM)'s DaVita position peaked at $15.1M in Q3 2018.
  • 583 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.