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Edmond de Rothschild Holding’s DaVita DVA Stock Holding History

Edmond de Rothschild Holding’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
-1,434
Closed -$191K – 580
2025
Q3 		$191K Hold
1,434
– – ﹤0.01% 390
2025
Q2 		$204K Hold
1,434
– – ﹤0.01% 379
2025
Q1 		$219K Sell
1,434
-932
-39% -$146K ﹤0.01% 382
2024
Q4 		$354K Hold
2,366
– – 0.01% 360
2024
Q3 		$388K Buy
+2,366
New +$350K 0.01% 367

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edmond de Rothschild Holding's DVA Position: Q4 2025 in Review

Edmond de Rothschild Holding sold out of DaVita (DVA) in Q4 2025, closing a stake of 1,434 shares — an estimated $191K sold.

Edmond de Rothschild Holding first reported a position in DVA in Q3 2024 and held it in 5 quarters. The position peaked at $388K in Q3 2024. 534 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • Edmond de Rothschild Holding reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 1,434 DaVita shares in Q4 2025, an estimated $191K.
  • Edmond de Rothschild Holding first reported a position in DaVita in Q3 2024 and held it in 5 quarters.
  • Edmond de Rothschild Holding's DaVita position peaked at $388K in Q3 2024.
  • 534 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2025, filed 17 Feb 2026.