KWM
DVA icon

Kiker Wealth Management’s DaVita DVA Stock Holding History

Kiker 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
Q3 		– Sell
-5,057
Closed -$720K – 344
2025
Q2 		$720K Sell
5,057
-210
-4% -$29.8K 0.41% 48
2025
Q1 		$806K Sell
5,267
-201
-4% -$31.6K 0.55% 40
2024
Q4 		$818K Buy
+5,468
New +$857K 0.66% 35

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kiker Wealth Management's DVA Position: Q3 2025 in Review

Kiker Wealth Management sold out of DaVita (DVA) in Q3 2025, closing a stake of 5,057 shares — an estimated $720K sold.

Kiker Wealth Management first reported a position in DVA in Q4 2024 and held it in 3 quarters. The position peaked at $818K in Q4 2024. 561 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • Kiker Wealth Management reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 5,057 DaVita shares in Q3 2025, an estimated $720K.
  • Kiker Wealth Management first reported a position in DaVita in Q4 2024 and held it in 3 quarters.
  • Kiker Wealth Management's DaVita position peaked at $818K in Q4 2024.
  • 561 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.