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Catalyst Funds Management’s DaVita DVA Stock Holding History

Catalyst Funds Management’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 		$323K Sell
2,101
-2,799
-57% -$380K 0.05% 334
2025
Q4 		$557K Buy
4,900
+1,900
+63% +$231K 0.13% 162
2025
Q3 		$399K Buy
+3,000
New +$412K 0.06% 281
2025
Q2 		– Sell
-3,400
Closed -$520K – 514
2025
Q1 		$520K Sell
3,400
-1,400
-29% -$220K 0.14% 179
2024
Q4 		$718K Buy
4,800
+2,100
+78% +$329K 0.18% 120
2024
Q3 		$443K Buy
2,700
+1,500
+125% +$222K 0.1% 145
2024
Q2 		$166K Buy
1,200
+1,100
+1,100% +$152K 0.04% 224
2024
Q1 		$13.8K Buy
+100
New +$12K ﹤0.01% 839

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

Catalyst Funds Management's DVA Position: Q1 2026 in Review

Catalyst Funds Management reduced its DaVita (DVA) stake by 57% in Q1 2026, selling an estimated $380K and leaving 2,101 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #334.

Catalyst Funds Management first reported a position in DVA in Q1 2024 and has held it in 8 quarters since. The position peaked at $718K in Q4 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Catalyst Funds Management held 2,101 shares of DaVita worth $323K as of Q1 2026.
  • Catalyst Funds Management sold 2,799 DaVita shares in Q1 2026, an estimated $380K.
  • DaVita made up 0.05% of Catalyst Funds Management's portfolio in Q1 2026, its #334 holding.
  • Catalyst Funds Management first reported a position in DaVita in Q1 2024 and has held it in 8 quarters since.
  • Catalyst Funds Management's DaVita position peaked at $718K in Q4 2024.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.