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Cresset Asset Management’s DaVita DVA Stock Holding History

Cresset 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
2026
Q1 		$498K Buy
3,243
+40
+1% +$5.42K ﹤0.01% 1069
2025
Q4 		$364K Sell
3,203
-115
-3% -$14K ﹤0.01% 1211
2025
Q3 		$441K Buy
3,318
+206
+7% +$28.3K ﹤0.01% 1081
2025
Q2 		$443K Sell
3,112
-153
-5% -$21.7K ﹤0.01% 970
2025
Q1 		$499K Sell
3,265
-252
-7% -$39.6K ﹤0.01% 1072
2024
Q4 		$526K Sell
3,517
-9,752
-73% -$1.53M ﹤0.01% 1062
2024
Q3 		$2.18M Buy
13,269
+42
+0.3% +$6.21K 0.01% 774
2024
Q2 		$1.83M Buy
13,227
+2,098
+19% +$289K 0.01% 759
2024
Q1 		$1.54M Buy
11,129
+3,538
+47% +$424K 0.01% 775
2023
Q4 		$795K Sell
7,591
-415
-5% -$38.3K ﹤0.01% 995
2023
Q3 		$757K Buy
8,006
+346
+5% +$35.3K ﹤0.01% 976
2023
Q2 		$770K Buy
7,660
+4,361
+132% +$405K ﹤0.01% 1063
2023
Q1 		$268K Buy
+3,299
New +$264K 0.01% 669
2022
Q4 		– Sell
-3,318
Closed -$274K – 780
2022
Q3 		$274K Sell
3,318
-18
-0.5% -$1.58K ﹤0.01% 697
2022
Q2 		$267K Buy
+3,336
New +$338K ﹤0.01% 744
2019
Q2 		– Sell
-221
Closed -$12K – 794
2019
Q1 		$12K Sell
221
-54
-20% -$2.99K ﹤0.01% 1136
2018
Q4 		$14K Buy
+275
New +$17.6K ﹤0.01% 782

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cresset Asset Management's DVA Position: Q1 2026 in Review

Cresset Asset Management increased its DaVita (DVA) stake by 1.2% in Q1 2026, buying an estimated $5.42K and bringing the position to 3,243 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Cresset Asset Management first reported a position in DVA in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.18M in Q3 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Cresset Asset Management held 3,243 shares of DaVita worth $498K as of Q1 2026.
  • Cresset Asset Management bought 40 DaVita shares in Q1 2026, an estimated $5.42K.
  • DaVita made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1069 holding.
  • Cresset Asset Management first reported a position in DaVita in Q4 2018 and has held it in 17 quarters since.
  • Cresset Asset Management's DaVita position peaked at $2.18M in Q3 2024.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.