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Hemington Wealth Management’s DaVita DVA Stock Holding History

Hemington Wealth Management’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 		$17K Buy
131
+1
+0.8% +$137 ﹤0.01% 691
2025
Q2 		$18K Buy
130
+8
+7% +$1.13K ﹤0.01% 654
2025
Q1 		$18K Buy
122
+10
+9% +$1.57K ﹤0.01% 597
2024
Q4 		$16K Buy
112
+20
+22% +$3.14K ﹤0.01% 613
2024
Q3 		$12K Buy
+92
New +$13.6K ﹤0.01% 649

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 $3.37T AUM 44.26% 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

Hemington Wealth Management's DVA Position: Q3 2025 in Review

Hemington Wealth Management increased its DaVita (DVA) stake by 0.77% in Q3 2025, buying an estimated $137 and bringing the position to 131 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Hemington Wealth Management first reported a position in DVA in Q3 2024 and has held it in 5 quarters since. The position peaked at $18K in Q2 2025. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • Hemington Wealth Management held 131 shares of DaVita worth $17K as of Q3 2025.
  • Hemington Wealth Management bought 1 DaVita share in Q3 2025, an estimated $137.
  • DaVita made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #691 holding.
  • Hemington Wealth Management first reported a position in DaVita in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's DaVita position peaked at $18K in Q2 2025.
  • 562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.