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iSAM Funds (UK)’s DaVita DVA Stock Holding History

iSAM Funds (UK)’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
Q4 		– Sell
-349
Closed -$46.4K – 425
2025
Q3 		$46.4K Buy
+349
New +$47.9K 0.01% 556
2024
Q3 		– Sell
-2,768
Closed -$384K – 322
2024
Q2 		$384K Buy
+2,768
New +$381K 0.29% 130
2023
Q3 		– Sell
-2,159
Closed -$217K – 257
2023
Q2 		$217K Buy
+2,159
New +$200K 0.19% 172

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

iSAM Funds (UK)'s DVA Position: Q4 2025 in Review

iSAM Funds (UK) sold out of DaVita (DVA) in Q4 2025, closing a stake of 349 shares — an estimated $46.4K sold.

iSAM Funds (UK) first reported a position in DVA in Q2 2023 and held it in 3 quarters. The position peaked at $384K in Q2 2024. 534 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • iSAM Funds (UK) reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
  • iSAM Funds (UK) sold 349 DaVita shares in Q4 2025, an estimated $46.4K.
  • iSAM Funds (UK) first reported a position in DaVita in Q2 2023 and held it in 3 quarters.
  • iSAM Funds (UK)'s DaVita position peaked at $384K in Q2 2024.
  • 534 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on iSAM Funds (UK)'s 13F filing for Q4 2025, filed 17 Feb 2026.