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Mount Lucas Management’s DaVita DVA Stock Holding History

Mount Lucas Management’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
2026
Q1 		– Sell
-2,852
Closed -$324K – 174
2025
Q4 		$324K Sell
2,852
-53
-2% -$6.45K 0.13% 161
2025
Q3 		$386K Sell
2,905
-226
-7% -$31K 0.16% 149
2025
Q2 		$446K Sell
3,131
-5,961
-66% -$845K 0.19% 143
2025
Q1 		$1.39M Sell
9,092
-3,718
-29% -$584K 0.45% 60
2024
Q4 		$1.92M Sell
12,810
-801
-6% -$126K 0.67% 29
2024
Q3 		$2.23M Sell
13,611
-20,522
-60% -$3.03M 0.76% 32
2024
Q2 		$4.73M Buy
34,133
+15,104
+79% +$2.08M 1.35% 16
2024
Q1 		$2.63M Sell
19,029
-1,754
-8% -$210K 0.72% 40
2023
Q4 		$2.18M Buy
+20,783
New +$1.92M 0.63% 68
2021
Q4 		– Sell
-39,080
Closed -$4.54M – 138
2021
Q3 		$4.54M Sell
39,080
-3,042
-7% -$381K 1.37% 19
2021
Q2 		$5.07M Buy
42,122
+5,730
+16% +$678K 1.35% 16
2021
Q1 		$3.92M Buy
36,392
+3,427
+10% +$381K 1.15% 26
2020
Q4 		$3.87M Buy
+32,965
New +$3.36M 0.81% 34

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Lucas Management's DVA Position: Q1 2026 in Review

Mount Lucas Management sold out of DaVita (DVA) in Q1 2026, closing a stake of 2,852 shares — an estimated $324K sold.

Mount Lucas Management first reported a position in DVA in Q4 2020 and held it in 13 quarters. The position peaked at $5.07M in Q2 2021. 584 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Mount Lucas Management reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
  • Mount Lucas Management sold 2,852 DaVita shares in Q1 2026, an estimated $324K.
  • Mount Lucas Management first reported a position in DaVita in Q4 2020 and held it in 13 quarters.
  • Mount Lucas Management's DaVita position peaked at $5.07M in Q2 2021.
  • 584 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.