Hamilton Wealth’s DaVita DVA Stock Holding History

Hamilton Wealth’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	-1,760	Closed	-$263K	–	112
2024 Q4	$263K	Hold	1,760	–	–	0.06%	78
2024 Q3	$289K	Hold	1,760	–	–	0.07%	75
2024 Q2	$244K	Hold	1,760	–	–	0.07%	81
2024 Q1	$243K	Buy	+1,760	New	+$211K	0.08%	89

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 $3.37T AUM 44.26% 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

Hamilton Wealth's DVA Position: Q1 2025 in Review

Hamilton Wealth sold out of DaVita (DVA) in Q1 2025, closing a stake of 1,760 shares — an estimated $263K sold.

Hamilton Wealth first reported a position in DVA in Q1 2024 and held it in 4 quarters. The position peaked at $289K in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

Hamilton Wealth reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
Hamilton Wealth sold 1,760 DaVita shares in Q1 2025, an estimated $263K.
Hamilton Wealth first reported a position in DaVita in Q1 2024 and held it in 4 quarters.
Hamilton Wealth's DaVita position peaked at $289K in Q3 2024.
597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Hamilton Wealth's 13F filing for Q1 2025, filed 14 Nov 2025.