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
2025
Q1 		– Sell
-3,200
Closed -$479K – 1480
2024
Q4 		$479K Buy
3,200
+300
+10% +$47K ﹤0.01% 1332
2024
Q3 		$475K Buy
2,900
+100
+4% +$14.8K ﹤0.01% 1225
2024
Q2 		$388K Sell
2,800
-200
-7% -$27.6K ﹤0.01% 1443
2024
Q1 		$414K Sell
3,000
-500
-14% -$60K ﹤0.01% 1659
2023
Q4 		$367K Buy
3,500
+2,300
+192% +$213K ﹤0.01% 1498
2023
Q3 		$113K Buy
1,200
+400
+50% +$40.8K ﹤0.01% 1929
2023
Q2 		$80.4K Buy
+800
New +$74.2K ﹤0.01% 1722
2023
Q1 		– Sell
-2,700
Closed -$202K – 1587
2022
Q4 		$202K Hold
2,700
– – ﹤0.01% 1301
2022
Q3 		$223K Buy
2,700
+400
+17% +$35.1K ﹤0.01% 1451
2022
Q2 		$184K Sell
2,300
-1,500
-39% -$152K ﹤0.01% 1430
2022
Q1 		$430K Sell
3,800
-8,300
-69% -$932K ﹤0.01% 1533
2021
Q4 		$1.38M Sell
12,100
-1,200
-9% -$129K ﹤0.01% 1215
2021
Q3 		$1.55M Buy
13,300
+4,000
+43% +$501K ﹤0.01% 1281
2021
Q2 		$1.12M Buy
9,300
+700
+8% +$82.8K ﹤0.01% 1185
2021
Q1 		$927K Sell
8,600
-8,800
-51% -$978K ﹤0.01% 1147
2020
Q4 		$2.04M Buy
17,400
+3,000
+21% +$306K 0.01% 863
2020
Q3 		$1.23M Buy
14,400
+2,900
+25% +$248K 0.01% 959
2020
Q2 		$910K Buy
11,500
+1,800
+19% +$141K 0.01% 946
2020
Q1 		$738K Sell
9,700
-6,300
-39% -$495K 0.01% 800
2019
Q4 		$1.2M Buy
16,000
+900
+6% +$59.7K 0.01% 956
2019
Q3 		$862K Buy
15,100
+2,700
+22% +$157K 0.01% 975
2019
Q2 		$698K Buy
12,400
+4,200
+51% +$218K 0.01% 1046
2019
Q1 		$445K Buy
8,200
+4,400
+116% +$244K ﹤0.01% 1015
2018
Q4 		$196K Buy
3,800
+500
+15% +$32K ﹤0.01% 1031
2018
Q3 		$236K Buy
+3,300
New +$233K ﹤0.01% 970

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 $1.61T AUM 30.72% 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.