NICM
DVA icon

Neo Ivy Capital Management’s DaVita DVA Stock Holding History

Neo Ivy Capital 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 		$146K Buy
+948
New +$129K 0.04% 280
2025
Q4 		– Sell
-52
Closed -$6.91K – 394
2025
Q3 		$6.91K Buy
+52
New +$7.14K ﹤0.01% 363
2025
Q1 		– Sell
-12,879
Closed -$1.93M – 322
2024
Q4 		$1.93M Buy
12,879
+8,455
+191% +$1.33M 0.39% 98
2024
Q3 		$726K Buy
+4,424
New +$654K 0.24% 158
2023
Q4 		$68K Sell
650
-5,874
-90% -$543K 0.15% 156
2023
Q3 		$617K Buy
6,524
+3,896
+148% +$397K 0.27% 131
2023
Q2 		$264K Buy
+2,628
New +$244K 0.14% 201
2022
Q4 		$477K Buy
6,390
+5,908
+1,226% +$459K 0.32% 160
2022
Q3 		$40K Buy
+482
New +$42.3K 0.11% 246
2022
Q2 		– Sell
-26
Closed -$2K – 458
2022
Q1 		$2K Buy
+26
New +$2.92K ﹤0.01% 461
2021
Q4 		– Sell
-1,452
Closed -$115K – 477
2021
Q3 		$115K Buy
+1,452
New +$182K 0.13% 228
2020
Q4 		– Sell
-2,849
Closed -$244K – 459
2020
Q3 		$244K Buy
2,849
+1,397
+96% +$119K 0.25% 159
2020
Q2 		$115K Buy
1,452
+1,194
+463% +$93.2K 0.13% 228
2020
Q1 		$20K Buy
+258
New +$20.3K 0.03% 380
2019
Q4 		– Sell
-1,743
Closed -$98K – 292
2019
Q3 		$98K Buy
1,743
+662
+61% +$38.5K 0.06% 228
2019
Q2 		$61K Buy
+1,081
New +$56K 0.03% 228

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neo Ivy Capital Management's DVA Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in DaVita (DVA) in Q1 2026: 948 shares worth $146K. The stake represents 0.04% of the portfolio and ranks #280 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in DVA as recently as Q3 2025.

Neo Ivy Capital Management first reported a position in DVA in Q2 2019 and has held it in 16 quarters since. The position peaked at $1.93M in Q4 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Neo Ivy Capital Management held 948 shares of DaVita worth $146K as of Q1 2026.
  • DaVita was a new Neo Ivy Capital Management position in Q1 2026.
  • DaVita made up 0.04% of Neo Ivy Capital Management's portfolio in Q1 2026, its #280 holding.
  • Neo Ivy Capital Management first reported a position in DaVita in Q2 2019 and has held it in 16 quarters since.
  • Neo Ivy Capital Management's DaVita position peaked at $1.93M in Q4 2024.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.