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Impact Partnership Wealth’s DaVita DVA Stock Holding History

Impact Partnership Wealth’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
-2,363
Closed -$361K – 317
2025
Q1 		$361K Buy
2,363
+422
+22% +$66.3K 0.08% 154
2024
Q4 		$290K Buy
1,941
+70
+4% +$11K 0.06% 206
2024
Q3 		$307K Buy
+1,871
New +$276K 0.07% 169

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

Impact Partnership Wealth's DVA Position: Q2 2025 in Review

Impact Partnership Wealth sold out of DaVita (DVA) in Q2 2025, closing a stake of 2,363 shares — an estimated $361K sold.

Impact Partnership Wealth first reported a position in DVA in Q3 2024 and held it in 3 quarters. The position peaked at $361K in Q1 2025. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

  • Impact Partnership Wealth reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,363 DaVita shares in Q2 2025, an estimated $361K.
  • Impact Partnership Wealth first reported a position in DaVita in Q3 2024 and held it in 3 quarters.
  • Impact Partnership Wealth's DaVita position peaked at $361K in Q1 2025.
  • 593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.