M
DVA icon

MOTCO’s DaVita DVA Stock Holding History

MOTCO’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
Q2 		– Sell
-105
Closed -$16.1K – 632
2025
Q1 		$16.1K Buy
+105
New +$16.5K ﹤0.01% 392
2021
Q1 		– Sell
-5
Closed -$1K – 637
2020
Q4 		$1K Hold
5
– – ﹤0.01% 731
2020
Q3 		$0 Hold
5
– – ﹤0.01% 716
2020
Q2 		$0 Hold
5
– – ﹤0.01% 682
2020
Q1 		$0 Buy
+5
New +$393 ﹤0.01% 681
2019
Q3 		– Sell
-55
Closed -$3K – 579
2019
Q2 		$3K Buy
+55
New +$2.85K ﹤0.01% 762
2017
Q2 		– Sell
-205
Closed -$14K – 596
2017
Q1 		$14K Hold
205
– – ﹤0.01% 458
2016
Q4 		$13K Buy
+205
New +$12.8K ﹤0.01% 472

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

MOTCO's DVA Position: Q2 2025 in Review

MOTCO sold out of DaVita (DVA) in Q2 2025, closing a stake of 105 shares — an estimated $16.1K sold.

MOTCO first reported a position in DVA in Q4 2016 and held it in 8 quarters. The position peaked at $16.1K in Q1 2025. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

  • MOTCO reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
  • MOTCO sold 105 DaVita shares in Q2 2025, an estimated $16.1K.
  • MOTCO first reported a position in DaVita in Q4 2016 and held it in 8 quarters.
  • MOTCO's DaVita position peaked at $16.1K in Q1 2025.
  • 593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on MOTCO's 13F filing for Q2 2025, filed 1 Aug 2025.