EF
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Empirical Finance’s DaVita DVA Stock Holding History

Empirical Finance’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 		$313K Sell
2,039
-12
-0.6% -$1.63K 0.01% 454
2025
Q4 		$233K Sell
2,051
-55
-3% -$6.69K 0.01% 473
2025
Q3 		$280K Buy
2,106
+10
+0.5% +$1.37K 0.01% 484
2025
Q2 		$299K Buy
2,096
+12
+0.6% +$1.7K 0.02% 474
2025
Q1 		$319K Buy
2,084
+118
+6% +$18.5K 0.02% 463
2024
Q4 		$294K Sell
1,966
-37
-2% -$5.8K 0.02% 465
2024
Q3 		$328K Buy
2,003
+20
+1% +$2.96K 0.02% 470
2024
Q2 		$275K Sell
1,983
-219
-10% -$30.2K 0.02% 476
2024
Q1 		$304K Buy
2,202
+60
+3% +$7.2K 0.02% 488
2023
Q4 		$224K Buy
+2,142
New +$198K 0.02% 502
2022
Q2 		– Sell
-5,660
Closed -$640K – 474
2022
Q1 		$640K Buy
5,660
+113
+2% +$12.7K 0.07% 250
2021
Q4 		$631K Sell
5,547
-3,598
-39% -$387K 0.07% 241
2021
Q3 		$1.06M Buy
9,145
+45
+0.5% +$5.64K 0.16% 130
2021
Q2 		$1.1M Buy
+9,100
New +$1.08M 0.18% 121
2017
Q1 		– Sell
-94
Closed -$7K – 224
2016
Q4 		$7K Buy
+94
New +$5.85K ﹤0.01% 455

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

Empirical Finance's DVA Position: Q1 2026 in Review

Empirical Finance reduced its DaVita (DVA) stake by 0.59% in Q1 2026, selling an estimated $1.63K and leaving 2,039 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #454.

Empirical Finance first reported a position in DVA in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.1M in Q2 2021. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Empirical Finance held 2,039 shares of DaVita worth $313K as of Q1 2026.
  • Empirical Finance sold 12 DaVita shares in Q1 2026, an estimated $1.63K.
  • DaVita made up 0.01% of Empirical Finance's portfolio in Q1 2026, its #454 holding.
  • Empirical Finance first reported a position in DaVita in Q4 2016 and has held it in 15 quarters since.
  • Empirical Finance's DaVita position peaked at $1.1M in Q2 2021.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.