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Global Retirement Partners’s DaVita DVA Stock Holding History

Global Retirement 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
2025
Q4 		$171K Buy
1,505
+1,430
+1,907% +$174K ﹤0.01% 1565
2025
Q3 		$9.96K Sell
75
-14
-16% -$1.92K ﹤0.01% 2702
2025
Q2 		$12.7K Buy
+89
New +$12.6K ﹤0.01% 2490
2024
Q4 		$14.1K Sell
94
-337
-78% -$52.8K ﹤0.01% 2267
2024
Q3 		$70.7K Buy
431
+41
+11% +$6.06K ﹤0.01% 1392
2024
Q2 		$54K Buy
390
+295
+311% +$40.7K ﹤0.01% 1496
2024
Q1 		$13.1K Buy
95
+20
+27% +$2.4K ﹤0.01% 1996
2023
Q4 		$7.86K Sell
75
-1
-1% -$92 ﹤0.01% 2155
2023
Q3 		$7.08K Sell
76
-4
-5% -$408 ﹤0.01% 2082
2023
Q2 		$8.04K Hold
80
– – ﹤0.01% 2041
2023
Q1 		$7.05K Buy
80
+11
+16% +$881 ﹤0.01% 2050
2022
Q4 		$5.15K Buy
69
+1
+1% +$78 ﹤0.01% 2010
2022
Q3 		$5K Sell
68
-13
-16% -$1.14K ﹤0.01% 1916
2022
Q2 		$6K Buy
81
+2
+3% +$202 ﹤0.01% 1814
2022
Q1 		$7K Buy
+79
New +$8.87K ﹤0.01% 1760
2021
Q4 		– Sell
-13
Closed -$2K – 609
2021
Q3 		$2K Hold
13
– – ﹤0.01% 1811
2021
Q2 		$2K Buy
+13
New +$1.54K ﹤0.01% 1722
2021
Q1 		– Sell
-52
Closed -$6K – 1804
2020
Q4 		$6K Buy
52
+12
+30% +$1.22K ﹤0.01% 1396
2020
Q3 		$3K Buy
40
+15
+60% +$1.28K ﹤0.01% 1414
2020
Q2 		$2K Buy
+25
New +$1.95K ﹤0.01% 1446
2019
Q4 		– Sell
-25
Closed -$1K – 1638
2019
Q3 		$1K Hold
25
– – ﹤0.01% 1501
2019
Q2 		$1K Hold
25
– – ﹤0.01% 1495
2019
Q1 		$1K Hold
25
– – ﹤0.01% 1448
2018
Q4 		$1K Sell
25
-33
-57% -$2.11K ﹤0.01% 1385
2018
Q3 		$4K Buy
58
+3
+5% +$212 ﹤0.01% 1258
2018
Q2 		$4K Buy
55
+12
+28% +$802 ﹤0.01% 1233
2018
Q1 		$3K Buy
43
+18
+72% +$1.32K ﹤0.01% 1256
2017
Q4 		$2K Buy
+25
New +$1.54K ﹤0.01% 1290

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's DVA Position: Q4 2025 in Review

Global Retirement Partners increased its DaVita (DVA) stake by 1,907% in Q4 2025, buying an estimated $174K and bringing the position to 1,505 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Global Retirement Partners first reported a position in DVA in Q4 2017 and has held it in 28 quarters since. 531 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • Global Retirement Partners held 1,505 shares of DaVita worth $171K as of Q4 2025.
  • Global Retirement Partners bought 1,430 DaVita shares in Q4 2025, an estimated $174K.
  • DaVita made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1565 holding.
  • Global Retirement Partners first reported a position in DaVita in Q4 2017 and has held it in 28 quarters since.
  • 531 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.