NDVR Inc’s DaVita DVA Stock Holding History

NDVR Inc’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	-1,727	Closed	-$246K	–	118
2025 Q2	$246K	Sell	1,727 -61	-3%	-$8.64K	0.23%	86
2025 Q1	$274K	Buy	1,788 +74	+4%	+$11.6K	0.28%	64
2024 Q4	$256K	Buy	1,714 +384	+29%	+$60.2K	0.25%	73
2024 Q3	$217K	Buy	+1,330	New	+$196K	0.22%	92

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

NDVR Inc's DVA Position: Q3 2025 in Review

NDVR Inc sold out of DaVita (DVA) in Q3 2025, closing a stake of 1,727 shares — an estimated $246K sold.

NDVR Inc first reported a position in DVA in Q3 2024 and held it in 4 quarters. The position peaked at $274K in Q1 2025. 561 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

NDVR Inc reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
NDVR Inc sold 1,727 DaVita shares in Q3 2025, an estimated $246K.
NDVR Inc first reported a position in DaVita in Q3 2024 and held it in 4 quarters.
NDVR Inc's DaVita position peaked at $274K in Q1 2025.
561 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on NDVR Inc's 13F filing for Q3 2025, filed 22 Oct 2025.