CIA
DVA icon

Concurrent Investment Advisors’s DaVita DVA Stock Holding History

Concurrent Investment Advisors’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 		$280K Sell
1,825
-1,563
-46% -$212K ﹤0.01% 1545
2025
Q4 		$385K Buy
+3,388
New +$412K ﹤0.01% 1264
2025
Q2 		– Sell
-1,459
Closed -$223K – 1423
2025
Q1 		$223K Buy
+1,459
New +$229K 0.01% 1074

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

Concurrent Investment Advisors's DVA Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its DaVita (DVA) stake by 46% in Q1 2026, selling an estimated $212K and leaving 1,825 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Concurrent Investment Advisors first reported a position in DVA in Q1 2025 and has held it in 3 quarters since. The position peaked at $385K in Q4 2025. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Concurrent Investment Advisors held 1,825 shares of DaVita worth $280K as of Q1 2026.
  • Concurrent Investment Advisors sold 1,563 DaVita shares in Q1 2026, an estimated $212K.
  • DaVita made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1545 holding.
  • Concurrent Investment Advisors first reported a position in DaVita in Q1 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's DaVita position peaked at $385K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.