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Coldstream Capital Management’s DaVita DVA Stock Holding History

Coldstream Capital 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 		$262K Sell
1,704
-57
-3% -$7.73K ﹤0.01% 1004
2025
Q4 		$200K Sell
1,761
-176
-9% -$21.4K ﹤0.01% 1107
2025
Q3 		$257K Sell
1,937
-9
-0.5% -$1.24K ﹤0.01% 1015
2025
Q2 		$277K Sell
1,946
-801
-29% -$113K ﹤0.01% 926
2025
Q1 		$420K Buy
2,747
+104
+4% +$16.3K 0.01% 692
2024
Q4 		$395K Sell
2,643
-121
-4% -$19K 0.01% 697
2024
Q3 		$452K Buy
2,764
+7
+0.3% +$1.03K 0.01% 644
2024
Q2 		$382K Buy
2,757
+37
+1% +$5.1K 0.01% 667
2024
Q1 		$375K Buy
2,720
+44
+2% +$5.28K 0.01% 671
2023
Q4 		$280K Buy
+2,676
New +$247K 0.01% 734

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return

Coldstream Capital Management's DVA Position: Q1 2026 in Review

Coldstream Capital Management reduced its DaVita (DVA) stake by 3.2% in Q1 2026, selling an estimated $7.73K and leaving 1,704 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Coldstream Capital Management first reported a position in DVA in Q4 2023 and has held it in 10 quarters since. The position peaked at $452K in Q3 2024. 583 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Coldstream Capital Management held 1,704 shares of DaVita worth $262K as of Q1 2026.
  • Coldstream Capital Management sold 57 DaVita shares in Q1 2026, an estimated $7.73K.
  • DaVita made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1004 holding.
  • Coldstream Capital Management first reported a position in DaVita in Q4 2023 and has held it in 10 quarters since.
  • Coldstream Capital Management's DaVita position peaked at $452K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.