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
-500
Closed -$74.8K – 1482
2024
Q4 		$74.8K Buy
500
+200
+67% +$31.4K ﹤0.01% 1731
2024
Q3 		$49.2K Hold
300
– – ﹤0.01% 1803
2024
Q2 		$41.6K Hold
300
– – ﹤0.01% 1971
2024
Q1 		$41.4K Sell
300
-1,500
-83% -$180K ﹤0.01% 2222
2023
Q4 		$189K Buy
1,800
+300
+20% +$27.7K ﹤0.01% 1804
2023
Q3 		$142K Hold
1,500
– – ﹤0.01% 1894
2023
Q2 		$151K Buy
+1,500
New +$139K ﹤0.01% 1628
2023
Q1 		– Sell
-3,100
Closed -$231K – 1589
2022
Q4 		$231K Sell
3,100
-8,200
-73% -$637K ﹤0.01% 1277
2022
Q3 		$935K Buy
11,300
+600
+6% +$52.6K 0.01% 1059
2022
Q2 		$856K Sell
10,700
-6,000
-36% -$607K ﹤0.01% 1075
2022
Q1 		$1.89M Sell
16,700
-28,200
-63% -$3.17M 0.01% 1081
2021
Q4 		$5.11M Sell
44,900
-3,500
-7% -$376K 0.01% 818
2021
Q3 		$5.63M Buy
48,400
+16,800
+53% +$2.1M 0.01% 816
2021
Q2 		$3.81M Buy
31,600
+7,700
+32% +$911K 0.01% 797
2021
Q1 		$2.58M Sell
23,900
-27,300
-53% -$3.03M 0.01% 847
2020
Q4 		$6.01M Buy
51,200
+6,500
+15% +$662K 0.02% 540
2020
Q3 		$3.83M Buy
44,700
+5,900
+15% +$504K 0.02% 587
2020
Q2 		$3.07M Buy
38,800
+6,500
+20% +$507K 0.02% 573
2020
Q1 		$2.46M Sell
32,300
-18,200
-36% -$1.43M 0.04% 463
2019
Q4 		$3.79M Buy
50,500
+10,200
+25% +$677K 0.02% 661
2019
Q3 		$2.3M Buy
40,300
+9,000
+29% +$523K 0.02% 692
2019
Q2 		$1.76M Buy
31,300
+12,600
+67% +$653K 0.01% 783
2019
Q1 		$1.01M Buy
18,700
+10,500
+128% +$581K 0.01% 803
2018
Q4 		$422K Buy
8,200
+2,900
+55% +$186K 0.01% 856
2018
Q3 		$380K Buy
+5,300
New +$375K ﹤0.01% 857
2015
Q2 		– Sell
-500,000
Closed -$40.6M – 296
2015
Q1 		$40.6M Buy
+500,000
New +$38.4M 0.66% 32

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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.