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IEQ Capital’s DaVita DVA Stock Holding History

IEQ Capital’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
Q1 		$1.59M Buy
+10,348
New +$1.4M 0.01% 855
2025
Q1 		– Sell
-1,707
Closed -$255K – 1645
2024
Q4 		$255K Sell
1,707
-3,288
-66% -$516K ﹤0.01% 1090
2024
Q3 		$819K Buy
4,995
+336
+7% +$49.6K 0.01% 596
2024
Q2 		$646K Buy
4,659
+154
+3% +$21.2K 0.01% 584
2024
Q1 		$622K Buy
4,505
+1,829
+68% +$219K 0.01% 570
2023
Q4 		$280K Sell
2,676
-1,202
-31% -$111K ﹤0.01% 745
2023
Q3 		$367K Buy
+3,878
New +$396K 0.01% 662
2023
Q2 		– Sell
-3,299
Closed -$268K – 920
2023
Q1 		$268K Buy
+3,299
New +$264K 0.01% 752

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IEQ Capital's DVA Position: Q1 2026 in Review

IEQ Capital opened a new position in DaVita (DVA) in Q1 2026: 10,348 shares worth $1.59M. The stake represents 0.01% of the portfolio and ranks #855 among its holdings. This is a return to the name: IEQ Capital previously reported a position in DVA as recently as Q4 2024.

IEQ Capital first reported a position in DVA in Q1 2023 and has held it in 8 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • IEQ Capital held 10,348 shares of DaVita worth $1.59M as of Q1 2026.
  • DaVita was a new IEQ Capital position in Q1 2026.
  • DaVita made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #855 holding.
  • IEQ Capital first reported a position in DaVita in Q1 2023 and has held it in 8 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.