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Iron Horse Wealth Management’s DaVita DVA Stock Holding History

Iron Horse Wealth Management’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
Q1 		– Sell
-3
Closed -$449 – 616
2024
Q4 		$449 Hold
3
– – ﹤0.01% 465
2024
Q3 		$492 Hold
3
– – ﹤0.01% 466
2024
Q2 		$416 Buy
+3
New +$413 ﹤0.01% 447

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 $3.38T AUM 44.17% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Iron Horse Wealth Management's DVA Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of DaVita (DVA) in Q1 2025, closing a stake of 3 shares — an estimated $449 sold.

Iron Horse Wealth Management first reported a position in DVA in Q2 2024 and held it in 3 quarters. The position peaked at $492 in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

  • Iron Horse Wealth Management reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 3 DaVita shares in Q1 2025, an estimated $449.
  • Iron Horse Wealth Management first reported a position in DaVita in Q2 2024 and held it in 3 quarters.
  • Iron Horse Wealth Management's DaVita position peaked at $492 in Q3 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.