Morgan Stanley’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $256M | Buy |
1,666,038
+188,993
| +13% | +$25.6M | 0.02% | 821 |
|
|
2025
Q4 | $168M | Buy |
1,477,045
+71,156
| +5% | +$8.65M | 0.01% | 1043 |
|
|
2025
Q3 | $187M | Sell |
1,405,889
-143,760
| -9% | -$19.7M | 0.01% | 974 |
|
|
2025
Q2 | $221M | Buy |
1,549,649
+224,626
| +17% | +$31.8M | 0.01% | 829 |
|
|
2025
Q1 | $203M | Sell |
1,325,023
-130,809
| -9% | -$20.6M | 0.01% | 840 |
|
|
2024
Q4 | $218M | Buy |
1,455,832
+27,793
| +2% | +$4.36M | 0.02% | 792 |
|
|
2024
Q3 | $234M | Buy |
1,428,039
+120,028
| +9% | +$17.7M | 0.02% | 746 |
|
|
2024
Q2 | $181M | Buy |
1,308,011
+92,240
| +8% | +$12.7M | 0.01% | 854 |
|
|
2024
Q1 | $168M | Sell |
1,215,771
-1,391,739
| -53% | -$167M | 0.01% | 881 |
|
|
2023
Q4 | $273M | Buy |
2,607,510
+1,389,896
| +114% | +$128M | 0.01% | 968 |
|
|
2023
Q3 | $115M | Sell |
1,217,614
-100,020
| -8% | -$10.2M | 0.01% | 984 |
|
|
2023
Q2 | $132M | Buy |
1,317,634
+62,624
| +5% | +$5.81M | 0.01% | 920 |
|
|
2023
Q1 | $102M | Buy |
1,255,010
+22,363
| +2% | +$1.79M | 0.01% | 1049 |
|
|
2022
Q4 | $92M | Buy |
1,232,647
+339,051
| +38% | +$26.3M | 0.01% | 1077 |
|
|
2022
Q3 | $74M | Buy |
893,596
+4,970
| +0.6% | +$436K | 0.01% | 1064 |
|
|
2022
Q2 | $71.1M | Buy |
888,626
+367,093
| +70% | +$37.2M | 0.01% | 1132 |
|
|
2022
Q1 | $59M | Sell |
521,533
-22,535
| -4% | -$2.53M | 0.01% | 1187 |
|
|
2021
Q4 | $61.9M | Buy |
544,068
+11,906
| +2% | +$1.28M | 0.01% | 1195 |
|
|
2021
Q3 | $61.9M | Buy |
532,162
+78,225
| +17% | +$9.8M | 0.01% | 1152 |
|
|
2021
Q2 | $54.7M | Sell |
453,937
-188,040
| -29% | -$22.3M | 0.01% | 1248 |
|
|
2021
Q1 | $69.2M | Buy |
641,977
+170,014
| +36% | +$18.9M | 0.01% | 961 |
|
|
2020
Q4 | $55.4M | Buy |
471,963
+8,375
| +2% | +$853K | 0.01% | 1027 |
|
|
2020
Q3 | $39.7M | Sell |
463,588
-32,823
| -7% | -$2.8M | 0.01% | 1031 |
|
|
2020
Q2 | $39.3M | Sell |
496,411
-36,951
| -7% | -$2.88M | 0.01% | 964 |
|
|
2020
Q1 | $40.6M | Buy |
533,362
+114,536
| +27% | +$9M | 0.01% | 835 |
|
|
2019
Q4 | $31.4M | Buy |
418,826
+19,979
| +5% | +$1.33M | 0.01% | 1261 |
|
|
2019
Q3 | $22.8M | Sell |
398,847
-41,612
| -9% | -$2.42M | 0.01% | 1394 |
|
|
2019
Q2 | $24.8M | Sell |
440,459
-357
| -0.1% | -$18.5K | 0.01% | 1327 |
|
|
2019
Q1 | $23.9M | Sell |
440,816
-217,152
| -33% | -$12M | 0.01% | 1330 |
|
|
2018
Q4 | $33.9M | Sell |
657,968
-196,540
| -23% | -$12.6M | 0.01% | 1038 |
|
|
2018
Q3 | $61.2M | Sell |
854,508
-91,700
| -10% | -$6.48M | 0.02% | 829 |
|
|
2018
Q2 | $65.7M | Buy |
946,208
+302,027
| +47% | +$20.2M | 0.02% | 767 |
|
|
2018
Q1 | $42.5M | Sell |
644,181
-298,849
| -32% | -$21.9M | 0.01% | 1021 |
|
|
2017
Q4 | $68.1M | Buy |
943,030
+110,606
| +13% | +$6.81M | 0.02% | 760 |
|
|
2017
Q3 | $49.4M | Sell |
832,424
-623,765
| -43% | -$37.5M | 0.01% | 915 |
|
|
2017
Q2 | $94.3M | Buy |
1,456,189
+523,129
| +56% | +$34.6M | 0.03% | 580 |
|
|
2017
Q1 | $63.4M | Sell |
933,060
-1,171,980
| -56% | -$77.6M | 0.02% | 775 |
|
|
2016
Q4 | $135M | Buy |
2,105,040
+1,113,151
| +112% | +$69.3M | 0.04% | 430 |
|
|
2016
Q3 | $65.5M | Sell |
991,889
-167,456
| -14% | -$11.8M | 0.02% | 709 |
|
|
2016
Q2 | $89.6M | Sell |
1,159,345
-34,855
| -3% | -$2.63M | 0.03% | 542 |
|
|
2016
Q1 | $87.6M | Sell |
1,194,200
-441,635
| -27% | -$29.8M | 0.03% | 516 |
|
|
2015
Q4 | $114M | Buy |
1,635,835
+214,431
| +15% | +$15.7M | 0.04% | 440 |
|
|
2015
Q3 | $103M | Sell |
1,421,404
-120,426
| -8% | -$9.34M | 0.04% | 460 |
|
|
2015
Q2 | $123M | Buy |
1,541,830
+315,908
| +26% | +$25.9M | 0.04% | 438 |
|
|
2015
Q1 | $99.6M | Sell |
1,225,922
-131,823
| -10% | -$10.1M | 0.04% | 501 |
|
|
2014
Q4 | $103M | Sell |
1,357,745
-122,524
| -8% | -$9.23M | 0.04% | 503 |
|
|
2014
Q3 | $108M | Buy |
1,480,269
+327,493
| +28% | +$24M | 0.04% | 486 |
|
|
2014
Q2 | $83.4M | Buy |
1,152,776
+72,006
| +7% | +$5.01M | 0.03% | 579 |
|
|
2014
Q1 | $74.4M | Buy |
1,080,770
+48,919
| +5% | +$3.25M | 0.03% | 575 |
|
|
2013
Q4 | $65.4M | Buy |
1,031,851
+261,894
| +34% | +$15.4M | 0.03% | 616 |
|
|
2013
Q3 | $43.8M | Sell |
769,957
-531,311
| -41% | -$30.4M | 0.02% | 744 |
|
|
2013
Q2 | $78.6M | Buy |
+1,301,268
| New | +$81.3M | 0.04% | 470 |
|
Other funds holding DVA
VCM
VPM
Morgan Stanley's DVA Position: Q1 2026 in Review
Morgan Stanley increased its DaVita (DVA) stake by 13% in Q1 2026, buying an estimated $25.6M and bringing the position to 1,666,038 shares worth $256M. The position accounts for 0.02% of the portfolio, ranked #821.
Morgan Stanley first reported a position in DVA in Q2 2013 and has held it in 52 quarters since. The position peaked at $273M in Q4 2023. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.
- Morgan Stanley held 1,666,038 shares of DaVita worth $256M as of Q1 2026.
- Morgan Stanley bought 188,993 DaVita shares in Q1 2026, an estimated $25.6M.
- DaVita made up 0.02% of Morgan Stanley's portfolio in Q1 2026, its #821 holding.
- Morgan Stanley first reported a position in DaVita in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's DaVita position peaked at $273M in Q4 2023.
- 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.