Fox Run Management’s DaVita DVA Stock Holding History

Fox Run 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
2026 Q1	$1.41M	Buy	9,259 +4,823	+109%	+$654K	0.25%	79
2025 Q4	$504K	Buy	+4,436	New	+$539K	0.08%	500
2024 Q3	–	Sell	-3,284	Closed	-$455K	–	871
2024 Q2	$455K	Sell	3,284 -37	-1%	-$5.1K	0.09%	440
2024 Q1	$458K	Buy	+3,321	New	+$398K	0.1%	401
2023 Q4	–	Sell	-10,550	Closed	-$997K	–	796
2023 Q3	$997K	Buy	+10,550	New	+$1.08M	0.3%	74
2022 Q3	–	Sell	-2,590	Closed	-$207K	–	663
2022 Q2	$207K	Buy	+2,590	New	+$262K	0.1%	408
2021 Q4	–	Sell	-7,012	Closed	-$815K	–	525
2021 Q3	$815K	Buy	+7,012	New	+$878K	0.51%	15
2017 Q1	–	Sell	-9,700	Closed	-$623K	–	611
2016 Q4	$623K	Buy	9,700 +5,500	+131%	+$343K	0.33%	64
2016 Q3	$277K	Sell	4,200 -4,700	-53%	-$331K	0.16%	278
2016 Q2	$688K	Buy	+8,900	New	+$673K	0.33%	45
2016 Q1	–	Sell	-3,600	Closed	-$251K	–	447
2015 Q4	$251K	Buy	+3,600	New	+$264K	0.19%	233

Other funds holding DVA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fox Run Management's DVA Position: Q1 2026 in Review

Fox Run Management increased its DaVita (DVA) stake by 109% in Q1 2026, buying an estimated $654K and bringing the position to 9,259 shares worth $1.41M. The position accounts for 0.25% of the portfolio, ranked #79.

Fox Run Management first reported a position in DVA in Q4 2015 and has held it in 11 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Fox Run Management held 9,259 shares of DaVita worth $1.41M as of Q1 2026.
Fox Run Management bought 4,823 DaVita shares in Q1 2026, an estimated $654K.
DaVita made up 0.25% of Fox Run Management's portfolio in Q1 2026, its #79 holding.
Fox Run Management first reported a position in DaVita in Q4 2015 and has held it in 11 quarters since.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Fox Run Management's 13F filing for Q1 2026, filed 12 May 2026.