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Freedom Investment Management’s DaVita DVA Stock Holding History

Freedom Investment 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
Q3 		– Sell
-1,648
Closed -$235K – 305
2025
Q2 		$235K Sell
1,648
-451
-21% -$63.9K 0.02% 660
2025
Q1 		$321K Buy
2,099
+309
+17% +$48.5K 0.03% 567
2024
Q4 		$268K Buy
1,790
+62
+4% +$9.72K 0.02% 635
2024
Q3 		$283K Sell
1,728
-228
-12% -$33.7K 0.02% 618
2024
Q2 		$271K Sell
1,956
-402
-17% -$55.4K 0.02% 633
2024
Q1 		$326K Buy
2,358
+93
+4% +$11.2K 0.03% 575
2023
Q4 		$237K Sell
2,265
-893
-28% -$82.5K 0.02% 669
2023
Q3 		$299K Buy
+3,158
New +$322K 0.04% 503
2022
Q2 		– Sell
-1,858
Closed -$210K – 758
2022
Q1 		$210K Buy
+1,858
New +$209K 0.02% 717
2021
Q4 		– Sell
-2,384
Closed -$277K – 868
2021
Q3 		$277K Buy
2,384
+215
+10% +$26.9K 0.02% 654
2021
Q2 		$261K Sell
2,169
-352
-14% -$41.7K 0.02% 736
2021
Q1 		$272K Buy
+2,521
New +$280K 0.02% 691
2020
Q2 		– Sell
-3,411
Closed -$277K – 599
2020
Q1 		$277K Buy
+3,411
New +$268K 0.02% 530
2019
Q1 		– Sell
-5,787
Closed -$298K – 710
2018
Q4 		$298K Buy
+5,787
New +$371K 0.02% 577
2018
Q2 		– Sell
-5,456
Closed -$360K – 991
2018
Q1 		$360K Sell
5,456
-569
-9% -$41.8K 0.02% 810
2017
Q4 		$435K Sell
6,025
-1,448
-19% -$89.1K 0.02% 697
2017
Q3 		$444K Buy
7,473
+2,873
+62% +$173K 0.02% 652
2017
Q2 		$298K Buy
4,600
+100
+2% +$6.62K 0.02% 790
2017
Q1 		$306K Buy
+4,500
New +$298K 0.02% 758

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

Freedom Investment Management's DVA Position: Q3 2025 in Review

Freedom Investment Management sold out of DaVita (DVA) in Q3 2025, closing a stake of 1,648 shares — an estimated $235K sold.

Freedom Investment Management first reported a position in DVA in Q1 2017 and held it in 19 quarters. The position peaked at $444K in Q3 2017. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • Freedom Investment Management reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,648 DaVita shares in Q3 2025, an estimated $235K.
  • Freedom Investment Management first reported a position in DaVita in Q1 2017 and held it in 19 quarters.
  • Freedom Investment Management's DaVita position peaked at $444K in Q3 2017.
  • 562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.