LGT Financial Advisors’s DaVita DVA Stock Holding History

LGT Financial Advisors’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	-1	Closed	-$142	–	462
2025 Q2	$142	Buy	+1	New	+$142	﹤0.01%	567

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

LGT Financial Advisors's DVA Position: Q3 2025 in Review

LGT Financial Advisors sold out of DaVita (DVA) in Q3 2025, closing a stake of 1 share — an estimated $142 sold.

LGT Financial Advisors first reported a position in DVA in Q2 2025 and held it in 1 quarter. The position peaked at $142 in Q2 2025. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

LGT Financial Advisors reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 1 DaVita share in Q3 2025, an estimated $142.
LGT Financial Advisors first reported a position in DaVita in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's DaVita position peaked at $142 in Q2 2025.
562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.