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New Age Alpha Advisors’s DaVita DVA Stock Holding History

New Age Alpha Advisors’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
Q4 		– Sell
-5,292
Closed -$703K – 807
2025
Q3 		$703K Sell
5,292
-503
-9% -$69.1K 0.03% 461
2025
Q2 		$825K Sell
5,795
-1,292
-18% -$183K 0.04% 437
2025
Q1 		$1.08M Sell
7,087
-4,828
-41% -$759K 0.05% 419
2024
Q4 		$1.78M Buy
+11,915
New +$1.87M 0.07% 344

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

New Age Alpha Advisors's DVA Position: Q4 2025 in Review

New Age Alpha Advisors sold out of DaVita (DVA) in Q4 2025, closing a stake of 5,292 shares — an estimated $703K sold.

New Age Alpha Advisors first reported a position in DVA in Q4 2024 and held it in 4 quarters. The position peaked at $1.78M in Q4 2024. 534 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • New Age Alpha Advisors reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 5,292 DaVita shares in Q4 2025, an estimated $703K.
  • New Age Alpha Advisors first reported a position in DaVita in Q4 2024 and held it in 4 quarters.
  • New Age Alpha Advisors's DaVita position peaked at $1.78M in Q4 2024.
  • 534 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.