CAM
DVA icon

Claret Asset Management’s DaVita DVA Stock Holding History

Claret Asset 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 		$248K Buy
+1,616
New +$219K 0.03% 253
2025
Q4 		– Sell
-1,619
Closed -$215K – 397
2025
Q3 		$215K Sell
1,619
-23
-1% -$3.16K 0.03% 363
2025
Q2 		$234K Buy
+1,642
New +$233K 0.03% 269
2025
Q1 		– Sell
-1,392
Closed -$219K – 252
2024
Q4 		$208K Buy
1,392
+9
+0.7% +$1.41K 0.03% 265
2024
Q3 		$227K Buy
+1,383
New +$204K 0.04% 224

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

Claret Asset Management's DVA Position: Q1 2026 in Review

Claret Asset Management opened a new position in DaVita (DVA) in Q1 2026: 1,616 shares worth $248K. The stake represents 0.03% of the portfolio and ranks #253 among its holdings. This is a return to the name: Claret Asset Management previously reported a position in DVA as recently as Q3 2025.

Claret Asset Management first reported a position in DVA in Q3 2024 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Claret Asset Management held 1,616 shares of DaVita worth $248K as of Q1 2026.
  • DaVita was a new Claret Asset Management position in Q1 2026.
  • DaVita made up 0.03% of Claret Asset Management's portfolio in Q1 2026, its #253 holding.
  • Claret Asset Management first reported a position in DaVita in Q3 2024 and has held it in 5 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

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