KWB Wealth’s DaVita DVA Stock Holding History

KWB Wealth’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	-1,858	Closed	-$265K	–	179
2025 Q3	$265K	Sell	1,858 -295	-14%	-$40.5K	0.03%	134
2025 Q2	$329K	Buy	2,153 +42	+2%	+$5.95K	0.04%	115
2025 Q1	$316K	Buy	2,111 +43	+2%	+$6.76K	0.04%	120
2024 Q4	$339K	Buy	2,068 +9	+0.4%	+$1.41K	0.04%	110
2024 Q3	$285K	Buy	+2,059	New	+$304K	0.04%	108

Other funds holding DVA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KWB Wealth's DVA Position: Q4 2025 in Review

KWB Wealth sold out of DaVita (DVA) in Q4 2025, closing a stake of 1,858 shares — an estimated $265K sold.

KWB Wealth first reported a position in DVA in Q3 2024 and held it in 5 quarters. The position peaked at $339K in Q4 2024. 534 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

KWB Wealth reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
KWB Wealth sold 1,858 DaVita shares in Q4 2025, an estimated $265K.
KWB Wealth first reported a position in DaVita in Q3 2024 and held it in 5 quarters.
KWB Wealth's DaVita position peaked at $339K in Q4 2024.
534 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on KWB Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.