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Freestone Grove Partners’s DaVita DVA Stock Holding History

Freestone Grove 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
2026
Q2 		– Sell
-315,157
Closed -$48.4M – 1114
2026
Q1 		$48.4M Buy
315,157
+307,797
+4,182% +$41.7M 0.34% 96
2025
Q4 		$836K Buy
+7,360
New +$895K 0.01% 490
2025
Q2 		– Sell
-194,453
Closed -$29.7M – 721
2025
Q1 		$29.7M Buy
+194,453
New +$30.6M 0.31% 121

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Freestone Grove Partners's DVA Position: Q2 2026 in Review

Freestone Grove Partners sold out of DaVita (DVA) in Q2 2026, closing a stake of 315,157 shares — an estimated $48.4M sold.

Freestone Grove Partners first reported a position in DVA in Q1 2025 and held it in 3 quarters. The position peaked at $48.4M in Q1 2026. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Freestone Grove Partners reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 315,157 DaVita shares in Q2 2026, an estimated $48.4M.
  • Freestone Grove Partners first reported a position in DaVita in Q1 2025 and held it in 3 quarters.
  • Freestone Grove Partners's DaVita position peaked at $48.4M in Q1 2026.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.