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Forum Financial Management’s DaVita DVA Stock Holding History

Forum Financial Management’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
-1,506
Closed -$200K – 1028
2025
Q3 		$200K Buy
+1,506
New +$207K ﹤0.01% 977
2025
Q2 		– Sell
-1,356
Closed -$207K – 966
2025
Q1 		$207K Buy
1,356
+7
+0.5% +$1.1K ﹤0.01% 800
2024
Q4 		$202K Buy
1,349
+1
+0.1% +$157 ﹤0.01% 849
2024
Q3 		$221K Buy
+1,348
New +$199K ﹤0.01% 671

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

Forum Financial Management's DVA Position: Q4 2025 in Review

Forum Financial Management sold out of DaVita (DVA) in Q4 2025, closing a stake of 1,506 shares — an estimated $200K sold.

Forum Financial Management first reported a position in DVA in Q3 2024 and held it in 4 quarters. The position peaked at $221K in Q3 2024. 534 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • Forum Financial Management reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 1,506 DaVita shares in Q4 2025, an estimated $200K.
  • Forum Financial Management first reported a position in DaVita in Q3 2024 and held it in 4 quarters.
  • Forum Financial Management's DaVita position peaked at $221K in Q3 2024.
  • 534 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.