GeoWealth Management’s DaVita DVA Stock Holding History

GeoWealth 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 Q1	–	Sell	-525	Closed	-$78.5K	–	1255
2024 Q4	$78.5K	Buy	525 +123	+31%	+$19.3K	﹤0.01%	1031
2024 Q3	$65.9K	Buy	+402	New	+$59.4K	﹤0.01%	998

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

GeoWealth Management's DVA Position: Q1 2025 in Review

GeoWealth Management sold out of DaVita (DVA) in Q1 2025, closing a stake of 525 shares — an estimated $78.5K sold.

GeoWealth Management first reported a position in DVA in Q3 2024 and held it in 2 quarters. The position peaked at $78.5K in Q4 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

GeoWealth Management reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 525 DaVita shares in Q1 2025, an estimated $78.5K.
GeoWealth Management first reported a position in DaVita in Q3 2024 and held it in 2 quarters.
GeoWealth Management's DaVita position peaked at $78.5K in Q4 2024.
597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.