Del-Sette Capital Management’s DaVita DVA Stock Holding History

Del-Sette Capital 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 Q1	–	Sell	-8,386	Closed	-$1.25M	–	37
2024 Q4	$1.25M	Buy	+8,386	New	+$1.31M	1.02%	25

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Del-Sette Capital Management's DVA Position: Q1 2025 in Review

Del-Sette Capital Management sold out of DaVita (DVA) in Q1 2025, closing a stake of 8,386 shares — an estimated $1.25M sold.

Del-Sette Capital Management first reported a position in DVA in Q4 2024 and held it in 1 quarter. The position peaked at $1.25M in Q4 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

Del-Sette Capital Management reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
Del-Sette Capital Management sold 8,386 DaVita shares in Q1 2025, an estimated $1.25M.
Del-Sette Capital Management first reported a position in DaVita in Q4 2024 and held it in 1 quarter.
Del-Sette Capital Management's DaVita position peaked at $1.25M in Q4 2024.
597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Del-Sette Capital Management's 13F filing for Q1 2025, filed 5 May 2025.