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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
Q2 		$712K Buy
3,200
+1,099
+52% +$200K 0.04% 341
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 $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 $3.37T AUM 44.26% 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

Catalyst Funds Management's DVA Position: Q2 2026 in Review

Catalyst Funds Management increased its DaVita (DVA) stake by 52% in Q2 2026, buying an estimated $200K and bringing the position to 3,200 shares worth $712K. The position accounts for 0.04% of the portfolio, ranked #341.

Catalyst Funds Management first reported a position in DVA in Q1 2024 and has held it in 9 quarters since. The position peaked at $718K in Q4 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Catalyst Funds Management held 3,200 shares of DaVita worth $712K as of Q2 2026.
  • Catalyst Funds Management bought 1,099 DaVita shares in Q2 2026, an estimated $200K.
  • DaVita made up 0.04% of Catalyst Funds Management's portfolio in Q2 2026, its #341 holding.
  • Catalyst Funds Management first reported a position in DaVita in Q1 2024 and has held it in 9 quarters since.
  • Catalyst Funds Management's DaVita position peaked at $718K in Q4 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.