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Creative Financial Designs’s DaVita DVA Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-788
Closed -$112K – 2066
2025
Q2 		$112K Hold
788
– – 0.01% 638
2025
Q1 		$121K Sell
788
-275
-26% -$43.2K 0.01% 564
2024
Q4 		$159K Sell
1,063
-318
-23% -$49.9K 0.01% 498
2024
Q3 		$226K Sell
1,381
-9
-0.6% -$1.33K 0.02% 421
2024
Q2 		$193K Sell
1,390
-139
-9% -$19.2K 0.02% 437
2024
Q1 		$211K Sell
1,529
-1,707
-53% -$205K 0.02% 406
2023
Q4 		$339K Buy
3,236
+1,497
+86% +$138K 0.03% 293
2023
Q3 		$164K Sell
1,739
-75
-4% -$7.65K 0.02% 379
2023
Q2 		$182K Sell
1,814
-220
-11% -$20.4K 0.02% 359
2023
Q1 		$165K Buy
2,034
+992
+95% +$79.5K 0.02% 365
2022
Q4 		$77.8K Sell
1,042
-12
-1% -$932 0.01% 493
2022
Q3 		$87K Buy
1,054
+20
+2% +$1.75K 0.01% 461
2022
Q2 		$83K Sell
1,034
-20
-2% -$2.02K 0.01% 461
2022
Q1 		$119K Sell
1,054
-11
-1% -$1.24K 0.02% 403
2021
Q4 		$121K Buy
1,065
+4
+0.4% +$430 0.02% 413
2021
Q3 		$123K Buy
1,061
+78
+8% +$9.77K 0.02% 401
2021
Q2 		$118K Buy
983
+971
+8,092% +$115K 0.02% 411
2021
Q1 		$1K Hold
12
– – ﹤0.01% 1259
2020
Q4 		$1K Hold
12
– – ﹤0.01% 1177
2020
Q3 		$1K Hold
12
– – ﹤0.01% 1147
2020
Q2 		$1K Buy
+12
New +$937 ﹤0.01% 1089
2018
Q4 		– Sell
-12
Closed -$1K – 629
2018
Q3 		$1K Hold
12
– – ﹤0.01% 686
2018
Q2 		$1K Hold
12
– – ﹤0.01% 698
2018
Q1 		$1K Hold
12
– – ﹤0.01% 648
2017
Q4 		$1K Sell
12
-600
-98% -$36.9K ﹤0.01% 643
2017
Q3 		$36K Hold
612
– – 0.02% 266
2017
Q2 		$40K Hold
612
– – 0.03% 255
2017
Q1 		$42K Hold
612
– – 0.03% 248
2016
Q4 		$39K Buy
+612
New +$38.1K 0.03% 248

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Creative Financial Designs's DVA Position: Q3 2025 in Review

Creative Financial Designs sold out of DaVita (DVA) in Q3 2025, closing a stake of 788 shares — an estimated $112K sold.

Creative Financial Designs first reported a position in DVA in Q4 2016 and held it in 29 quarters. The position peaked at $339K in Q4 2023. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • Creative Financial Designs reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
  • Creative Financial Designs sold 788 DaVita shares in Q3 2025, an estimated $112K.
  • Creative Financial Designs first reported a position in DaVita in Q4 2016 and held it in 29 quarters.
  • Creative Financial Designs's DaVita position peaked at $339K in Q4 2023.
  • 562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.