Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s DaVita DVA Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-3,579
Closed -$476K – 677
2025
Q3 		$476K Buy
3,579
+63
+2% +$8.65K ﹤0.01% 1053
2025
Q2 		$501K Buy
3,516
+1,461
+71% +$207K ﹤0.01% 969
2025
Q1 		$314K Sell
2,055
-98
-5% -$15.4K ﹤0.01% 1037
2024
Q4 		$322K Buy
+2,153
New +$338K ﹤0.01% 1026
2018
Q1 		– Sell
-3,056
Closed -$221K – 146
2017
Q4 		$221K Buy
+3,056
New +$188K 0.01% 155
2017
Q2 		– Sell
-4,256
Closed -$289K – 159
2017
Q1 		$289K Buy
+4,256
New +$282K 0.02% 115

Other funds holding DVA

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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

Kovitz Investment Group Partners's DVA Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of DaVita (DVA) in Q4 2025, closing a stake of 3,579 shares — an estimated $476K sold.

Kovitz Investment Group Partners first reported a position in DVA in Q1 2017 and held it in 6 quarters. The position peaked at $501K in Q2 2025. 534 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,579 DaVita shares in Q4 2025, an estimated $476K.
  • Kovitz Investment Group Partners first reported a position in DaVita in Q1 2017 and held it in 6 quarters.
  • Kovitz Investment Group Partners's DaVita position peaked at $501K in Q2 2025.
  • 534 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.