Chase Investment Counsel’s DaVita DVA Stock Holding History

Chase Investment Counsel’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 Q2	–	Sell	-23,035	Closed	-$3.52M	–	138
2025 Q1	$3.52M	Sell	23,035 -9,729	-30%	-$1.53M	1.29%	32
2024 Q4	$4.9M	Sell	32,764 -320	-1%	-$50.2K	1.57%	23
2024 Q3	$5.42M	Buy	33,084 +11,912	+56%	+$1.76M	1.81%	19
2024 Q2	$2.93M	Buy	+21,172	New	+$2.92M	1.04%	38
2021 Q4	–	Sell	-2,161	Closed	-$251K	–	118
2021 Q3	$251K	Hold	2,161	–	–	0.11%	92
2021 Q2	$260K	Sell	2,161 -1,600	-43%	-$189K	0.11%	94
2021 Q1	$405K	Buy	3,761 +20	+0.5%	+$2.22K	0.19%	72
2020 Q4	$439K	Hold	3,741	–	–	0.19%	66
2020 Q3	$320K	Sell	3,741 -20,571	-85%	-$1.76M	0.16%	76
2020 Q2	$1.92M	Sell	24,312 -17,488	-42%	-$1.37M	0.97%	43
2020 Q1	$3.18M	Buy	+41,800	New	+$3.29M	2.15%	22
2013 Q3	–	Sell	-105,400	Closed	-$6.37M	–	102
2013 Q2	$6.37M	Buy	+105,400	New	+$6.58M	1.7%	29

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Chase Investment Counsel's DVA Position: Q2 2025 in Review

Chase Investment Counsel sold out of DaVita (DVA) in Q2 2025, closing a stake of 23,035 shares — an estimated $3.52M sold.

Chase Investment Counsel first reported a position in DVA in Q2 2013 and held it in 12 quarters. The position peaked at $6.37M in Q2 2013. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

Chase Investment Counsel reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
Chase Investment Counsel sold 23,035 DaVita shares in Q2 2025, an estimated $3.52M.
Chase Investment Counsel first reported a position in DaVita in Q2 2013 and held it in 12 quarters.
Chase Investment Counsel's DaVita position peaked at $6.37M in Q2 2013.
593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Chase Investment Counsel's 13F filing for Q2 2025, filed 5 Aug 2025.