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Cynosure Group’s DaVita DVA Stock Holding History

Cynosure Group’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 		– Sell
-3,496
Closed -$397K – 278
2025
Q4 		$397K Buy
+3,496
New +$425K 0.04% 367

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

Cynosure Group's DVA Position: Q1 2026 in Review

Cynosure Group sold out of DaVita (DVA) in Q1 2026, closing a stake of 3,496 shares — an estimated $397K sold.

Cynosure Group first reported a position in DVA in Q4 2025 and held it in 1 quarter. The position peaked at $397K in Q4 2025. 583 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Cynosure Group reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 3,496 DaVita shares in Q1 2026, an estimated $397K.
  • Cynosure Group first reported a position in DaVita in Q4 2025 and held it in 1 quarter.
  • Cynosure Group's DaVita position peaked at $397K in Q4 2025.
  • 583 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.