FourThought Financial Partners’s DaVita DVA Stock Holding History

FourThought Financial 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	-2,260	Closed	-$300K	–	540
2025 Q3	$300K	Buy	+2,260	New	+$310K	0.03%	348

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FourThought Financial Partners's DVA Position: Q4 2025 in Review

FourThought Financial Partners sold out of DaVita (DVA) in Q4 2025, closing a stake of 2,260 shares — an estimated $300K sold.

FourThought Financial Partners first reported a position in DVA in Q3 2025 and held it in 1 quarter. The position peaked at $300K in Q3 2025. 534 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

FourThought Financial Partners reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
FourThought Financial Partners sold 2,260 DaVita shares in Q4 2025, an estimated $300K.
FourThought Financial Partners first reported a position in DaVita in Q3 2025 and held it in 1 quarter.
FourThought Financial Partners's DaVita position peaked at $300K in Q3 2025.
534 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on FourThought Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.