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CreativeOne Wealth’s DaVita DVA Stock Holding History

CreativeOne Wealth’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
-2,293
Closed -$351K – 1132
2025
Q1 		$351K Sell
2,293
-1,436
-39% -$226K 0.01% 809
2024
Q4 		$558K Buy
3,729
+415
+13% +$65.1K 0.02% 658
2024
Q3 		$543K Buy
3,314
+363
+12% +$53.6K 0.02% 604
2024
Q2 		$409K Buy
2,951
+145
+5% +$20K 0.02% 532
2024
Q1 		$387K Buy
+2,806
New +$337K 0.02% 644

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

CreativeOne Wealth's DVA Position: Q2 2025 in Review

CreativeOne Wealth sold out of DaVita (DVA) in Q2 2025, closing a stake of 2,293 shares — an estimated $351K sold.

CreativeOne Wealth first reported a position in DVA in Q1 2024 and held it in 5 quarters. The position peaked at $558K in Q4 2024. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

  • CreativeOne Wealth reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 2,293 DaVita shares in Q2 2025, an estimated $351K.
  • CreativeOne Wealth first reported a position in DaVita in Q1 2024 and held it in 5 quarters.
  • CreativeOne Wealth's DaVita position peaked at $558K in Q4 2024.
  • 593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.