GC Wealth Management RIA’s DaVita DVA Stock Holding History

GC Wealth Management RIA’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	-2,391	Closed	-$318K	–	602
2025 Q3	$318K	Buy	+2,391	New	+$328K	0.01%	690

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $1.26T AUM 61.52% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

GC Wealth Management RIA's DVA Position: Q4 2025 in Review

GC Wealth Management RIA sold out of DaVita (DVA) in Q4 2025, closing a stake of 2,391 shares — an estimated $318K sold.

GC Wealth Management RIA first reported a position in DVA in Q3 2025 and held it in 1 quarter. The position peaked at $318K in Q3 2025. 534 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

GC Wealth Management RIA reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 2,391 DaVita shares in Q4 2025, an estimated $318K.
GC Wealth Management RIA first reported a position in DaVita in Q3 2025 and held it in 1 quarter.
GC Wealth Management RIA's DaVita position peaked at $318K in Q3 2025.
534 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.