InceptionR’s DaVita DVA Stock Holding History

InceptionR’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	–	Sell	-5,975	Closed	-$679K	–	712
2025 Q4	$679K	Buy	+5,975	New	+$727K	0.19%	196
2025 Q1	–	Sell	-4,777	Closed	-$714K	–	619
2024 Q4	$714K	Buy	+4,777	New	+$749K	0.16%	248
2024 Q3	–	Sell	-6,523	Closed	-$904K	–	691
2024 Q2	$904K	Buy	+6,523	New	+$899K	0.26%	125

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

InceptionR's DVA Position: Q1 2026 in Review

InceptionR sold out of DaVita (DVA) in Q1 2026, closing a stake of 5,975 shares — an estimated $679K sold.

InceptionR first reported a position in DVA in Q2 2024 and held it in 3 quarters. The position peaked at $904K in Q2 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

InceptionR reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
InceptionR sold 5,975 DaVita shares in Q1 2026, an estimated $679K.
InceptionR first reported a position in DaVita in Q2 2024 and held it in 3 quarters.
InceptionR's DaVita position peaked at $904K in Q2 2024.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.