Heck Capital Advisors’s DaVita DVA Stock Holding History

Heck Capital Advisors’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	Closed	-$150	–	401
2024 Q4	$150	Buy	+1	New	+$157	﹤0.01%	793

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

Heck Capital Advisors's DVA Position: Q1 2025 in Review

Heck Capital Advisors sold out of DaVita (DVA) in Q1 2025, closing a stake of 1 share — an estimated $150 sold.

Heck Capital Advisors first reported a position in DVA in Q4 2024 and held it in 1 quarter. The position peaked at $150 in Q4 2024. 596 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

Heck Capital Advisors reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 1 DaVita share in Q1 2025, an estimated $150.
Heck Capital Advisors first reported a position in DaVita in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's DaVita position peaked at $150 in Q4 2024.
596 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.