Capstone Investment Advisors
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Capstone Investment Advisors’s DaVita DVA Stock Holding History

Capstone Investment Advisors’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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return

Capstone Investment Advisors's DVA Position: Q1 2026 in Review

Capstone Investment Advisors increased its DaVita (DVA) stake by 22% in Q1 2026, buying an estimated $81K and bringing the position to 3,306 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Capstone Investment Advisors first reported a position in DVA in Q1 2015 and has held it in 21 quarters since. The position peaked at $10.9M in Q1 2015. 583 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Capstone Investment Advisors held 3,306 shares of DaVita worth $508K as of Q1 2026.
  • Capstone Investment Advisors bought 597 DaVita shares in Q1 2026, an estimated $81K.
  • DaVita made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1129 holding.
  • Capstone Investment Advisors first reported a position in DaVita in Q1 2015 and has held it in 21 quarters since.
  • Capstone Investment Advisors's DaVita position peaked at $10.9M in Q1 2015.
  • 583 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.