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Edgestream Partners’s DaVita DVA Stock Holding History

Edgestream Partners’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 		$398K Buy
+2,588
New +$351K 0.01% 770
2025
Q4 		– Sell
-24,010
Closed -$3.19M – 989
2025
Q3 		$3.19M Sell
24,010
-20,744
-46% -$2.85M 0.09% 400
2025
Q2 		$6.38M Buy
+44,754
New +$6.34M 0.18% 223
2024
Q4 		– Sell
-33,188
Closed -$5.44M – 908
2024
Q3 		$5.44M Buy
+33,188
New +$4.9M 0.24% 117
2024
Q2 		– Sell
-1,794
Closed -$248K – 893
2024
Q1 		$248K Sell
1,794
-1,290
-42% -$155K 0.01% 750
2023
Q4 		$323K Buy
+3,084
New +$285K 0.02% 703
2022
Q3 		– Sell
-17,649
Closed -$1.41M – 487
2022
Q2 		$1.41M Sell
17,649
-153
-0.9% -$15.5K 0.11% 263
2022
Q1 		$2.01M Sell
17,802
-4,333
-20% -$486K 0.16% 212
2021
Q4 		$2.52M Buy
22,135
+19,454
+726% +$2.09M 0.16% 194
2021
Q3 		$312K Buy
+2,681
New +$336K 0.02% 427
2021
Q2 		– Sell
-2,260
Closed -$244K – 462
2021
Q1 		$244K Buy
+2,260
New +$251K 0.01% 357
2019
Q2 		– Sell
-48,061
Closed -$2.61M – 242
2019
Q1 		$2.61M Sell
48,061
-17,313
-26% -$958K 0.38% 84
2018
Q4 		$3.36M Buy
+65,374
New +$4.19M 0.59% 59
2015
Q3 		– Sell
-4,535
Closed -$360K – 67
2015
Q2 		$360K Buy
+4,535
New +$372K 0.25% 85

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

Edgestream Partners's DVA Position: Q1 2026 in Review

Edgestream Partners opened a new position in DaVita (DVA) in Q1 2026: 2,588 shares worth $398K. The stake represents 0.01% of the portfolio and ranks #770 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in DVA as recently as Q3 2025.

Edgestream Partners first reported a position in DVA in Q2 2015 and has held it in 14 quarters since. The position peaked at $6.38M in Q2 2025. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Edgestream Partners held 2,588 shares of DaVita worth $398K as of Q1 2026.
  • DaVita was a new Edgestream Partners position in Q1 2026.
  • DaVita made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #770 holding.
  • Edgestream Partners first reported a position in DaVita in Q2 2015 and has held it in 14 quarters since.
  • Edgestream Partners's DaVita position peaked at $6.38M in Q2 2025.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.