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Mid-American Wealth Advisory Group’s DaVita DVA Stock Holding History

Mid-American Wealth Advisory Group’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
-250
Closed -$35.6K – 118
2025
Q2 		$35.6K Buy
+250
New +$35.4K 0.02% 89

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mid-American Wealth Advisory Group's DVA Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of DaVita (DVA) in Q3 2025, closing a stake of 250 shares — an estimated $35.6K sold.

Mid-American Wealth Advisory Group first reported a position in DVA in Q2 2025 and held it in 1 quarter. The position peaked at $35.6K in Q2 2025. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 250 DaVita shares in Q3 2025, an estimated $35.6K.
  • Mid-American Wealth Advisory Group first reported a position in DaVita in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's DaVita position peaked at $35.6K in Q2 2025.
  • 562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.