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Interchange Capital Partners’s DaVita DVA Stock Holding History

Interchange Capital Partners’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
-1,801
Closed -$205K – 354
2025
Q4 		$205K Buy
1,801
+229
+15% +$27.8K 0.04% 399
2025
Q3 		$209K Buy
+1,572
New +$216K 0.04% 333
2021
Q1 		– Sell
-304
Closed -$35K – 457
2020
Q4 		$35K Buy
+304
New +$31K 0.02% 479

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

Interchange Capital Partners's DVA Position: Q1 2026 in Review

Interchange Capital Partners sold out of DaVita (DVA) in Q1 2026, closing a stake of 1,801 shares — an estimated $205K sold.

Interchange Capital Partners first reported a position in DVA in Q4 2020 and held it in 3 quarters. The position peaked at $209K in Q3 2025. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Interchange Capital Partners reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
  • Interchange Capital Partners sold 1,801 DaVita shares in Q1 2026, an estimated $205K.
  • Interchange Capital Partners first reported a position in DaVita in Q4 2020 and held it in 3 quarters.
  • Interchange Capital Partners's DaVita position peaked at $209K in Q3 2025.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.