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Harvest Investment Services’s DaVita DVA Stock Holding History

Harvest Investment Services’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
Q3 		– Sell
-1,425
Closed -$203K – 338
2025
Q2 		$203K Buy
1,425
+19
+1% +$2.69K 0.05% 305
2025
Q1 		$215K Sell
1,406
-11
-0.8% -$1.73K 0.06% 250
2024
Q4 		$212K Sell
1,417
-4
-0.3% -$627 0.05% 260
2024
Q3 		$233K Buy
+1,421
New +$210K 0.07% 200
2021
Q3 		– Sell
-1,681
Closed -$202K – 291
2021
Q2 		$202K Buy
+1,681
New +$199K 0.08% 271
2021
Q1 		– Sell
-1,767
Closed -$207K – 258
2020
Q4 		$207K Buy
+1,767
New +$180K 0.11% 197

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

Harvest Investment Services's DVA Position: Q3 2025 in Review

Harvest Investment Services sold out of DaVita (DVA) in Q3 2025, closing a stake of 1,425 shares — an estimated $203K sold.

Harvest Investment Services first reported a position in DVA in Q4 2020 and held it in 6 quarters. The position peaked at $233K in Q3 2024. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • Harvest Investment Services reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
  • Harvest Investment Services sold 1,425 DaVita shares in Q3 2025, an estimated $203K.
  • Harvest Investment Services first reported a position in DaVita in Q4 2020 and held it in 6 quarters.
  • Harvest Investment Services's DaVita position peaked at $233K in Q3 2024.
  • 562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Harvest Investment Services's 13F filing for Q3 2025, filed 17 Nov 2025.