Holocene Advisors
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Holocene Advisors’s DaVita DVA Stock Holding History

Holocene 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
2026
Q2 		$52.9M Buy
+237,665
New +$43.2M 0.12% 200
2025
Q4 		– Sell
-132,373
Closed -$17.6M – 792
2025
Q3 		$17.6M Buy
+132,373
New +$18.2M 0.04% 272
2025
Q2 		– Sell
-409,638
Closed -$62.7M – 788
2025
Q1 		$62.7M Buy
409,638
+107,484
+36% +$16.9M 0.18% 149
2024
Q4 		$45.2M Buy
+302,154
New +$47.4M 0.14% 170
2024
Q2 		– Sell
-109,034
Closed -$15.1M – 740
2024
Q1 		$15.1M Buy
+109,034
New +$13.1M 0.06% 234
2023
Q3 		– Sell
-34,652
Closed -$3.48M – 758
2023
Q2 		$3.48M Sell
34,652
-25,366
-42% -$2.35M 0.01% 430
2023
Q1 		$4.87M Buy
+60,018
New +$4.81M 0.02% 301
2022
Q4 		– Sell
-38,920
Closed -$3.22M – 741
2022
Q3 		$3.22M Sell
38,920
-49,314
-56% -$4.32M 0.02% 326
2022
Q2 		$7.05M Buy
88,234
+67,123
+318% +$6.79M 0.04% 283
2022
Q1 		$2.39M Sell
21,111
-19,257
-48% -$2.16M 0.01% 457
2021
Q4 		$4.59M Buy
+40,368
New +$4.34M 0.02% 342
2021
Q3 		– Sell
-33,102
Closed -$3.99M – 850
2021
Q2 		$3.99M Buy
33,102
+6,314
+24% +$747K 0.02% 409
2021
Q1 		$2.89M Buy
+26,788
New +$2.98M 0.02% 506
2019
Q3 		– Sell
-12,064
Closed -$679K – 738
2019
Q2 		$679K Sell
12,064
-10,839
-47% -$562K 0.01% 392
2019
Q1 		$1.24M Buy
+22,903
New +$1.27M 0.02% 216
2018
Q1 		– Sell
-11,418
Closed -$825K – 587
2017
Q4 		$825K Buy
+11,418
New +$703K 0.02% 250

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Holocene Advisors's DVA Position: Q2 2026 in Review

Holocene Advisors opened a new position in DaVita (DVA) in Q2 2026: 237,665 shares worth $52.9M. The stake represents 0.12% of the portfolio and ranks #200 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in DVA as recently as Q3 2025.

Holocene Advisors first reported a position in DVA in Q4 2017 and has held it in 16 quarters since. The position peaked at $62.7M in Q1 2025. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Holocene Advisors held 237,665 shares of DaVita worth $52.9M as of Q2 2026.
  • DaVita was a new Holocene Advisors position in Q2 2026.
  • DaVita made up 0.12% of Holocene Advisors's portfolio in Q2 2026, its #200 holding.
  • Holocene Advisors first reported a position in DaVita in Q4 2017 and has held it in 16 quarters since.
  • Holocene Advisors's DaVita position peaked at $62.7M in Q1 2025.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.