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Hennessy Advisors Inc’s DaVita DVA Stock Holding History

Hennessy Advisors Inc’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
Q2 		– Sell
-65,800
Closed -$10.1M – 356
2025
Q1 		$10.1M Sell
65,800
-7,500
-10% -$1.18M 0.34% 80
2024
Q4 		$11M Buy
73,300
+4,700
+7% +$737K 0.33% 78
2024
Q3 		$11.2M Buy
68,600
+7,700
+13% +$1.14M 0.36% 67
2024
Q2 		$8.44M Buy
+60,900
New +$8.39M 0.32% 81

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

Hennessy Advisors Inc's DVA Position: Q2 2025 in Review

Hennessy Advisors Inc sold out of DaVita (DVA) in Q2 2025, closing a stake of 65,800 shares — an estimated $10.1M sold.

Hennessy Advisors Inc first reported a position in DVA in Q2 2024 and held it in 4 quarters. The position peaked at $11.2M in Q3 2024. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

  • Hennessy Advisors Inc reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
  • Hennessy Advisors Inc sold 65,800 DaVita shares in Q2 2025, an estimated $10.1M.
  • Hennessy Advisors Inc first reported a position in DaVita in Q2 2024 and held it in 4 quarters.
  • Hennessy Advisors Inc's DaVita position peaked at $11.2M in Q3 2024.
  • 593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Hennessy Advisors Inc's 13F filing for Q2 2025, filed 21 Jul 2025.