John Overdeck’s DaVita DVA Stock Holding History

John Overdeck’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 Q2	$467K	Sell	2,100 -700	-25%	-$127K	﹤0.01%	4208
2026 Q1	$430K	Buy	+2,800	New	+$380K	﹤0.01%	3829
2024 Q3	–	Sell	-1,600	Closed	-$222K	–	3162
2024 Q2	$222K	Hold	1,600	–	–	﹤0.01%	2700
2024 Q1	$221K	Buy	+1,600	New	+$192K	﹤0.01%	2677
2022 Q1	–	Sell	-3,700	Closed	-$421K	–	3112
2021 Q4	$421K	Buy	3,700 +1,700	+85%	+$183K	﹤0.01%	3405
2021 Q3	$233K	Sell	2,000 -4,400	-69%	-$551K	﹤0.01%	3852
2021 Q2	$771K	Buy	6,400 +4,100	+178%	+$485K	﹤0.01%	2716
2021 Q1	$248K	Buy	+2,300	New	+$256K	﹤0.01%	3481
2020 Q3	–	Sell	-5,000	Closed	-$396K	–	3196
2020 Q2	$396K	Buy	+5,000	New	+$390K	﹤0.01%	2175
2020 Q1	–	Sell	-33,500	Closed	-$2.51M	–	3273
2019 Q4	$2.51M	Buy	33,500 +17,800	+113%	+$1.18M	0.01%	1407
2019 Q3	$896K	Buy	+15,700	New	+$912K	﹤0.01%	2080
2018 Q3	–	Sell	-21,700	Closed	-$1.51M	–	3263
2018 Q2	$1.51M	Buy	+21,700	New	+$1.45M	﹤0.01%	1829
2017 Q2	–	Sell	-5,000	Closed	-$340K	–	3030
2017 Q1	$340K	Sell	5,000 -27,500	-85%	-$1.82M	﹤0.01%	2520
2016 Q4	$2.09M	Buy	+32,500	New	+$2.02M	0.01%	1449
2016 Q2	–	Sell	-3,000	Closed	-$220K	–	2969
2016 Q1	$220K	Buy	+3,000	New	+$203K	﹤0.01%	2547

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

John Overdeck's DVA Position: Q2 2026 in Review

John Overdeck reduced its DaVita (DVA) stake by 59% in Q2 2026, selling an estimated $5.25M and leaving 20,230 shares worth $4.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

John Overdeck first reported a position in DVA in Q4 2013 and has held it in 37 quarters since. The position peaked at $65.7M in Q1 2019. 627 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

John Overdeck held 20,230 shares of DaVita worth $4.5M as of Q2 2026.
John Overdeck sold 28,895 DaVita shares in Q2 2026, an estimated $5.25M.
DaVita made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2238 holding.
John Overdeck first reported a position in DaVita in Q4 2013 and has held it in 37 quarters since.
John Overdeck's DaVita position peaked at $65.7M in Q1 2019.
627 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.