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Continuum Advisory’s DaVita DVA Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-58
Closed -$8.87K – 709
2025
Q1 		$8.87K Sell
58
-1
-2% -$157 ﹤0.01% 1006
2024
Q4 		$8.82K Sell
59
-2
-3% -$314 ﹤0.01% 1024
2024
Q3 		$9.42K Sell
61
-6
-9% -$886 ﹤0.01% 1010
2024
Q2 		$9.28K Buy
67
+1
+2% +$138 ﹤0.01% 965
2024
Q1 		$9.1K Buy
+66
New +$7.92K ﹤0.01% 965

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Continuum Advisory's DVA Position: Q2 2025 in Review

Continuum Advisory sold out of DaVita (DVA) in Q2 2025, closing a stake of 58 shares — an estimated $8.87K sold.

Continuum Advisory first reported a position in DVA in Q1 2024 and held it in 5 quarters. The position peaked at $9.42K in Q3 2024. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

  • Continuum Advisory reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 58 DaVita shares in Q2 2025, an estimated $8.87K.
  • Continuum Advisory first reported a position in DaVita in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's DaVita position peaked at $9.42K in Q3 2024.
  • 593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.