Cranbrook Wealth Management’s DaVita DVA Stock Holding History

Cranbrook Wealth 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
2025 Q2	–	Sell	-4	Closed	-$612	–	414
2025 Q1	$612	Hold	4	–	–	﹤0.01%	411
2024 Q4	$599	Buy	+4	New	+$627	﹤0.01%	380

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cranbrook Wealth Management's DVA Position: Q2 2025 in Review

Cranbrook Wealth Management sold out of DaVita (DVA) in Q2 2025, closing a stake of 4 shares — an estimated $612 sold.

Cranbrook Wealth Management first reported a position in DVA in Q4 2024 and held it in 2 quarters. The position peaked at $612 in Q1 2025. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

Cranbrook Wealth Management reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
Cranbrook Wealth Management sold 4 DaVita shares in Q2 2025, an estimated $612.
Cranbrook Wealth Management first reported a position in DaVita in Q4 2024 and held it in 2 quarters.
Cranbrook Wealth Management's DaVita position peaked at $612 in Q1 2025.
593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Cranbrook Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.