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Equitable Trust’s DaVita DVA Stock Holding History

Equitable Trust’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
Q3 		– Sell
-20,970
Closed -$2.99M – 444
2025
Q2 		$2.99M Sell
20,970
-14,347
-41% -$2.03M 0.15% 125
2025
Q1 		$5.4M Sell
35,317
-1,789
-5% -$281K 0.3% 66
2024
Q4 		$5.55M Sell
37,106
-1,669
-4% -$262K 0.31% 64
2024
Q3 		$6.36M Sell
38,775
-1,356
-3% -$200K 0.41% 50
2024
Q2 		$5.56M Sell
40,131
-5
-0% -$689 0.38% 52
2024
Q1 		$5.54M Buy
40,136
+12,871
+47% +$1.54M 0.38% 57
2023
Q4 		$2.86M Buy
27,265
+5,972
+28% +$552K 0.21% 92
2023
Q3 		$2.01M Hold
21,293
– – 0.17% 114
2023
Q2 		$2.14M Buy
21,293
+8,816
+71% +$818K 0.16% 114
2023
Q1 		$1.01M Hold
12,477
– – 0.08% 167
2022
Q4 		$932K Sell
12,477
-250
-2% -$19.4K 0.07% 181
2022
Q3 		$1.05M Sell
12,727
-206
-2% -$18.1K 0.09% 163
2022
Q2 		$1.03M Sell
12,933
-1,753
-12% -$177K 0.08% 175
2022
Q1 		$1.66M Sell
14,686
-277
-2% -$31.1K 0.11% 148
2021
Q4 		$1.7M Sell
14,963
-342
-2% -$36.8K 0.11% 148
2021
Q3 		$1.78M Sell
15,305
-1,557
-9% -$195K 0.11% 143
2021
Q2 		$2.03M Buy
16,862
+514
+3% +$60.8K 0.13% 131
2021
Q1 		$1.76M Buy
16,348
+152
+0.9% +$16.9K 0.13% 132
2020
Q4 		$1.9M Buy
16,196
+7
+0% +$713 0.14% 125
2020
Q3 		$1.39M Sell
16,189
-471
-3% -$40.2K 0.12% 139
2020
Q2 		$1.32M Buy
+16,660
New +$1.3M 0.12% 139

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Equitable Trust's DVA Position: Q3 2025 in Review

Equitable Trust sold out of DaVita (DVA) in Q3 2025, closing a stake of 20,970 shares — an estimated $2.99M sold.

Equitable Trust first reported a position in DVA in Q2 2020 and held it in 21 quarters. The position peaked at $6.36M in Q3 2024. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • Equitable Trust reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
  • Equitable Trust sold 20,970 DaVita shares in Q3 2025, an estimated $2.99M.
  • Equitable Trust first reported a position in DaVita in Q2 2020 and held it in 21 quarters.
  • Equitable Trust's DaVita position peaked at $6.36M in Q3 2024.
  • 562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Equitable Trust's 13F filing for Q3 2025, filed 10 Nov 2025.