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Global Financial Private Client’s DaVita DVA Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-19
Closed -$2.91K – 603
2025
Q1 		$2.91K Buy
19
+14
+280% +$2.2K ﹤0.01% 781
2024
Q4 		$748 Buy
+5
New +$784 ﹤0.01% 839

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Global Financial Private Client's DVA Position: Q2 2025 in Review

Global Financial Private Client sold out of DaVita (DVA) in Q2 2025, closing a stake of 19 shares — an estimated $2.91K sold.

Global Financial Private Client first reported a position in DVA in Q4 2024 and held it in 2 quarters. The position peaked at $2.91K in Q1 2025. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

  • Global Financial Private Client reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 19 DaVita shares in Q2 2025, an estimated $2.91K.
  • Global Financial Private Client first reported a position in DaVita in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's DaVita position peaked at $2.91K in Q1 2025.
  • 593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.