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Creekmur Asset Management’s DaVita DVA Stock Holding History

Creekmur Asset 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
Q3 		$264K Sell
1,988
-326
-14% -$44.8K 0.04% 167
2025
Q2 		$330K Sell
2,314
-2,584
-53% -$366K 0.06% 171
2025
Q1 		$749K Sell
4,898
-1,822
-27% -$286K 0.16% 74
2024
Q4 		$1M Sell
6,720
-2,132
-24% -$334K 0.23% 49
2024
Q3 		$1.45M Buy
8,852
+163
+2% +$24.1K 0.34% 40
2024
Q2 		$1.2M Buy
+8,689
New +$1.2M 0.31% 41

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 $3.38T AUM 44.17% 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

Creekmur Asset Management's DVA Position: Q3 2025 in Review

Creekmur Asset Management reduced its DaVita (DVA) stake by 14% in Q3 2025, selling an estimated $44.8K and leaving 1,988 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #167.

Creekmur Asset Management first reported a position in DVA in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.45M in Q3 2024. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • Creekmur Asset Management held 1,988 shares of DaVita worth $264K as of Q3 2025.
  • Creekmur Asset Management sold 326 DaVita shares in Q3 2025, an estimated $44.8K.
  • DaVita made up 0.04% of Creekmur Asset Management's portfolio in Q3 2025, its #167 holding.
  • Creekmur Asset Management first reported a position in DaVita in Q2 2024 and has held it in 6 quarters since.
  • Creekmur Asset Management's DaVita position peaked at $1.45M in Q3 2024.
  • 562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.