CIBC Private Wealth Group
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CIBC Private Wealth Group’s DaVita DVA Stock Holding History

CIBC Private Wealth Group’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
Q4 		$267K Sell
2,349
-279
-11% -$33.9K ﹤0.01% 1061
2025
Q3 		$349K Buy
2,628
+432
+20% +$59.3K ﹤0.01% 971
2025
Q2 		$313K Sell
2,196
-157
-7% -$22.2K ﹤0.01% 961
2025
Q1 		$339K Buy
2,353
+148
+7% +$23.3K ﹤0.01% 929
2024
Q4 		$339K Sell
2,205
-7
-0.3% -$1.1K ﹤0.01% 977
2024
Q3 		$363K Buy
2,212
+5
+0.2% +$739 ﹤0.01% 971
2024
Q2 		$303K Sell
2,207
-82
-4% -$11.3K ﹤0.01% 949
2024
Q1 		$316K Buy
2,289
+43
+2% +$5.16K ﹤0.01% 956
2023
Q4 		$235K Buy
2,246
+74
+3% +$6.84K ﹤0.01% 1014
2023
Q3 		$205K Buy
+2,172
New +$222K ﹤0.01% 995
2022
Q3 		– Sell
-15
Closed -$1K – 978
2022
Q2 		$1K Hold
15
– – ﹤0.01% 1163
2022
Q1 		$2K Buy
+15
New +$1.68K ﹤0.01% 1218
2018
Q3 		– Sell
-19
Closed -$1K – 1150
2018
Q2 		$1K Buy
+19
New +$1.27K ﹤0.01% 1891

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group's DVA Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its DaVita (DVA) stake by 11% in Q4 2025, selling an estimated $33.9K and leaving 2,349 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

CIBC Private Wealth Group first reported a position in DVA in Q2 2018 and has held it in 13 quarters since. The position peaked at $363K in Q3 2024. 532 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • CIBC Private Wealth Group held 2,349 shares of DaVita worth $267K as of Q4 2025.
  • CIBC Private Wealth Group sold 279 DaVita shares in Q4 2025, an estimated $33.9K.
  • DaVita made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1061 holding.
  • CIBC Private Wealth Group first reported a position in DaVita in Q2 2018 and has held it in 13 quarters since.
  • CIBC Private Wealth Group's DaVita position peaked at $363K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.