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Epoch Investment Partners’s DaVita DVA Stock Holding History

Epoch Investment 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
2025
Q4 		– Sell
-1,838
Closed -$244K – 261
2025
Q3 		$244K Sell
1,838
-6,583
-78% -$904K ﹤0.01% 268
2025
Q2 		$1.2M Sell
8,421
-399,500
-98% -$56.6M 0.01% 238
2025
Q1 		$62.4M Buy
407,921
+39,485
+11% +$6.2M 0.32% 123
2024
Q4 		$55.1M Buy
+368,436
New +$57.8M 0.27% 140
2015
Q1 		– Sell
-12,429
Closed -$941K – 274
2014
Q4 		$941K Hold
12,429
– – ﹤0.01% 236
2014
Q3 		$909K Sell
12,429
-658,796
-98% -$48.2M ﹤0.01% 246
2014
Q2 		$48.5M Sell
671,225
-636,372
-49% -$44.3M 0.19% 112
2014
Q1 		$90M Sell
1,307,597
-889,707
-40% -$59.1M 0.36% 90
2013
Q4 		$139M Sell
2,197,304
-687,134
-24% -$40.3M 0.59% 60
2013
Q3 		$164M Sell
2,884,438
-35,784
-1% -$2.05M 0.73% 51
2013
Q2 		$176M Buy
+2,920,222
New +$182M 0.88% 33

Other funds holding DVA

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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 $3.37T AUM 44.26% 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

Epoch Investment Partners's DVA Position: Q4 2025 in Review

Epoch Investment Partners sold out of DaVita (DVA) in Q4 2025, closing a stake of 1,838 shares — an estimated $244K sold.

Epoch Investment Partners first reported a position in DVA in Q2 2013 and held it in 11 quarters. The position peaked at $176M in Q2 2013. 534 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • Epoch Investment Partners reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
  • Epoch Investment Partners sold 1,838 DaVita shares in Q4 2025, an estimated $244K.
  • Epoch Investment Partners first reported a position in DaVita in Q2 2013 and held it in 11 quarters.
  • Epoch Investment Partners's DaVita position peaked at $176M in Q2 2013.
  • 534 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Epoch Investment Partners's 13F filing for Q4 2025, filed 13 Feb 2026.