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CKW Financial Group’s DaVita DVA Stock Holding History

CKW Financial 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
2026
Q1 		– Sell
-25
Closed -$3K – 160
2025
Q4 		$3K Hold
25
– – ﹤0.01% 144
2025
Q3 		$3K Sell
25
-10
-29% -$1.37K ﹤0.01% 146
2025
Q2 		$5K Hold
35
– – ﹤0.01% 141
2025
Q1 		$5K Hold
35
– – ﹤0.01% 146
2024
Q4 		$5K Hold
35
– – ﹤0.01% 207
2024
Q3 		$6K Hold
35
– – ﹤0.01% 186
2024
Q2 		$5K Hold
35
– – ﹤0.01% 190
2024
Q1 		$5K Hold
35
– – ﹤0.01% 192
2023
Q4 		$4K Buy
+35
New +$3.23K ﹤0.01% 201

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

CKW Financial Group's DVA Position: Q1 2026 in Review

CKW Financial Group sold out of DaVita (DVA) in Q1 2026, closing a stake of 25 shares — an estimated $3K sold.

CKW Financial Group first reported a position in DVA in Q4 2023 and held it in 9 quarters. The position peaked at $6K in Q3 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • CKW Financial Group reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
  • CKW Financial Group sold 25 DaVita shares in Q1 2026, an estimated $3K.
  • CKW Financial Group first reported a position in DaVita in Q4 2023 and held it in 9 quarters.
  • CKW Financial Group's DaVita position peaked at $6K in Q3 2024.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.