E. Ohman J:or Asset Management’s DaVita DVA Stock Holding History

E. Ohman J:or 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 Q4	–	Sell	-2,700	Closed	-$359K	–	484
2025 Q3	$359K	Hold	2,700	–	–	0.01%	394
2025 Q2	$385K	Hold	2,700	–	–	0.01%	389
2025 Q1	$413K	Hold	2,700	–	–	0.01%	394
2024 Q4	$404K	Hold	2,700	–	–	0.01%	398
2024 Q3	$443K	Hold	2,700	–	–	0.01%	370
2024 Q2	$374K	Hold	2,700	–	–	0.01%	382
2024 Q1	$373K	Hold	2,700	–	–	0.01%	384
2023 Q4	$283K	Hold	2,700	–	–	0.01%	393
2023 Q3	$255K	Sell	2,700 -700	-21%	-$71.4K	0.01%	402
2023 Q2	$342K	Hold	3,400	–	–	0.01%	397
2023 Q1	$276K	Hold	3,400	–	–	0.01%	408
2022 Q4	$254K	Hold	3,400	–	–	0.01%	409
2022 Q3	$281K	Hold	3,400	–	–	0.01%	397
2022 Q2	$272K	Hold	3,400	–	–	0.01%	403
2022 Q1	$385K	Hold	3,400	–	–	0.01%	402
2021 Q4	$387K	Hold	3,400	–	–	0.01%	414
2021 Q3	$395K	Sell	3,400 -1,500	-31%	-$188K	0.01%	421
2021 Q2	$590K	Hold	4,900	–	–	0.02%	387
2021 Q1	$528K	Buy	4,900 +2,200	+81%	+$244K	0.02%	364
2020 Q4	$317K	Hold	2,700	–	–	0.01%	385
2020 Q3	$231K	Hold	2,700	–	–	0.01%	388
2020 Q2	$214K	Hold	2,700	–	–	0.01%	391
2020 Q1	$205K	Sell	2,700 -3,100	-53%	-$244K	0.02%	357
2019 Q4	$435K	Sell	5,800 -1,100	-16%	-$73K	0.02%	322
2019 Q3	$394K	Hold	6,900	–	–	0.02%	275
2019 Q2	$388K	Buy	+6,900	New	+$357K	0.03%	276
2018 Q2	–	Sell	-3,800	Closed	-$251K	–	424
2018 Q1	$251K	Hold	3,800	–	–	0.02%	408
2017 Q4	$275K	Hold	3,800	–	–	0.02%	420
2017 Q3	$226K	Buy	3,800 +300	+9%	+$18.1K	0.02%	433
2017 Q2	$227K	Hold	3,500	–	–	0.02%	409
2017 Q1	$238K	Hold	3,500	–	–	0.03%	388
2016 Q4	$225K	Hold	3,500	–	–	0.03%	373
2016 Q3	$231K	Hold	3,500	–	–	0.03%	347
2016 Q2	$271K	Hold	3,500	–	–	0.04%	285
2016 Q1	$257K	Hold	3,500	–	–	0.05%	276
2015 Q4	$244K	Hold	3,500	–	–	0.04%	301
2015 Q3	$253K	Hold	3,500	–	–	0.07%	270
2015 Q2	$278K	Hold	3,500	–	–	0.07%	273
2015 Q1	$284K	Hold	3,500	–	–	0.07%	280
2014 Q4	$266K	Hold	3,500	–	–	0.06%	297
2014 Q3	$256K	Hold	3,500	–	–	0.06%	298
2014 Q2	$253K	Sell	3,500 -1,500	-30%	-$104K	0.06%	307
2014 Q1	$344K	Hold	5,000	–	–	0.09%	249
2013 Q4	$316K	Hold	5,000	–	–	0.07%	271
2013 Q3	$285K	Buy	5,000 +1,600	+47%	+$91.7K	0.07%	285
2013 Q2	$205K	Buy	+3,400	New	+$212K	0.06%	336

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

E. Ohman J:or Asset Management's DVA Position: Q4 2025 in Review

E. Ohman J:or Asset Management sold out of DaVita (DVA) in Q4 2025, closing a stake of 2,700 shares — an estimated $359K sold.

E. Ohman J:or Asset Management first reported a position in DVA in Q2 2013 and held it in 46 quarters. The position peaked at $590K in Q2 2021. 533 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

E. Ohman J:or Asset Management reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
E. Ohman J:or Asset Management sold 2,700 DaVita shares in Q4 2025, an estimated $359K.
E. Ohman J:or Asset Management first reported a position in DaVita in Q2 2013 and held it in 46 quarters.
E. Ohman J:or Asset Management's DaVita position peaked at $590K in Q2 2021.
533 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.