Capstone Investment Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $479K | Sell |
2,151
-1,155
| -35% | -$210K | ﹤0.01% | 1259 |
|
|
2026
Q1 | $508K | Buy |
3,306
+597
| +22% | +$81K | ﹤0.01% | 1129 |
|
|
2025
Q4 | $308K | Buy |
+2,709
| New | +$329K | ﹤0.01% | 1333 |
|
|
2025
Q1 | – | Sell |
-635
| Closed | -$95K | – | 1481 |
|
|
2024
Q4 | $95K | Sell |
635
-374
| -37% | -$58.6K | ﹤0.01% | 1712 |
|
|
2024
Q3 | $165K | Buy |
+1,009
| New | +$149K | ﹤0.01% | 1628 |
|
|
2024
Q2 | – | Sell |
-41
| Closed | -$5.65K | – | 2179 |
|
|
2024
Q1 | $5.66K | Buy |
+41
| New | +$4.92K | ﹤0.01% | 2292 |
|
|
2023
Q3 | – | Sell |
-1,612
| Closed | -$164K | – | 2144 |
|
|
2023
Q2 | $162K | Buy |
+1,612
| New | +$150K | ﹤0.01% | 1613 |
|
|
2023
Q1 | – | Sell |
-2,165
| Closed | -$162K | – | 1588 |
|
|
2022
Q4 | $162K | Sell |
2,165
-4,353
| -67% | -$338K | ﹤0.01% | 1340 |
|
|
2022
Q3 | $539K | Buy |
6,518
+1,802
| +38% | +$158K | ﹤0.01% | 1228 |
|
|
2022
Q2 | $377K | Buy |
4,716
+2,946
| +166% | +$298K | ﹤0.01% | 1311 |
|
|
2022
Q1 | $200K | Sell |
1,770
-88
| -5% | -$9.88K | ﹤0.01% | 1757 |
|
|
2021
Q4 | $211K | Sell |
1,858
-1,672
| -47% | -$180K | ﹤0.01% | 1567 |
|
|
2021
Q3 | $410K | Buy |
+3,530
| New | +$442K | ﹤0.01% | 1605 |
|
|
2019
Q4 | – | Sell |
-1,638
| Closed | -$109K | – | 1394 |
|
|
2019
Q3 | $93K | Sell |
1,638
-3,613
| -69% | -$210K | ﹤0.01% | 1286 |
|
|
2019
Q2 | $295K | Buy |
5,251
+763
| +17% | +$39.5K | ﹤0.01% | 1202 |
|
|
2019
Q1 | $244K | Buy |
4,488
+3,798
| +550% | +$210K | ﹤0.01% | 1110 |
|
|
2018
Q4 | $36K | Buy |
+690
| New | +$44.2K | ﹤0.01% | 1198 |
|
|
2017
Q3 | – | Sell |
-15,588
| Closed | -$1.01M | – | 587 |
|
|
2017
Q2 | $1.01M | Sell |
15,588
-1,713
| -10% | -$113K | 0.03% | 323 |
|
|
2017
Q1 | $1.18M | Buy |
+17,301
| New | +$1.15M | 0.03% | 384 |
|
|
2016
Q3 | – | Sell |
-41,876
| Closed | -$3.24M | – | 779 |
|
|
2016
Q2 | $3.24M | Buy |
+41,876
| New | +$3.16M | 0.06% | 179 |
|
|
2016
Q1 | – | Sell |
-23,632
| Closed | -$1.65M | – | 675 |
|
|
2015
Q4 | $1.65M | Buy |
+23,632
| New | +$1.73M | 0.04% | 181 |
|
|
2015
Q2 | – | Sell |
-134,098
| Closed | -$10.9M | – | 295 |
|
|
2015
Q1 | $10.9M | Buy |
+134,098
| New | +$10.3M | 0.18% | 106 |
|
Other funds holding DVA
Capstone Investment Advisors's DVA Position: Q2 2026 in Review
Capstone Investment Advisors reduced its DaVita (DVA) stake by 35% in Q2 2026, selling an estimated $210K and leaving 2,151 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.
Capstone Investment Advisors first reported a position in DVA in Q1 2015 and has held it in 22 quarters since. The position peaked at $10.9M in Q1 2015. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.
- Capstone Investment Advisors held 2,151 shares of DaVita worth $479K as of Q2 2026.
- Capstone Investment Advisors sold 1,155 DaVita shares in Q2 2026, an estimated $210K.
- DaVita made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1259 holding.
- Capstone Investment Advisors first reported a position in DaVita in Q1 2015 and has held it in 22 quarters since.
- Capstone Investment Advisors's DaVita position peaked at $10.9M in Q1 2015.
- 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.
Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.