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New York Life Investment Management’s DaVita DVA Stock Holding History

New York Life Investment 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 		$1.38M Buy
9,007
+999
+12% +$135K 0.01% 608
2025
Q4 		$910K Sell
8,008
-941
-11% -$114K 0.01% 630
2025
Q3 		$1.19M Sell
8,949
-894
-9% -$123K 0.01% 627
2025
Q2 		$1.4M Sell
9,843
-540
-5% -$76.5K 0.01% 588
2025
Q1 		$1.59M Sell
10,383
-254
-2% -$39.9K 0.02% 574
2024
Q4 		$1.59M Sell
10,637
-1,669
-14% -$262K 0.02% 584
2024
Q3 		$2.02M Sell
12,306
-1,317
-10% -$195K 0.02% 577
2024
Q2 		$1.89M Buy
13,623
+439
+3% +$60.5K 0.02% 570
2024
Q1 		$1.82M Sell
13,184
-445
-3% -$53.4K 0.02% 565
2023
Q4 		$1.43M Buy
13,629
+339
+3% +$31.3K 0.01% 596
2023
Q3 		$1.26M Buy
13,290
+2,913
+28% +$297K 0.01% 590
2023
Q2 		$1.04M Buy
10,377
+1,807
+21% +$168K 0.01% 591
2023
Q1 		$695K Sell
8,570
-34
-0.4% -$2.72K 0.01% 628
2022
Q4 		$642K Sell
8,604
-25
-0.3% -$1.94K 0.01% 723
2022
Q3 		$714K Sell
8,629
-687
-7% -$60.3K 0.01% 649
2022
Q2 		$745K Buy
+9,316
New +$943K 0.01% 650
2015
Q4 		– Sell
-5,500
Closed -$398K – 105
2015
Q3 		$398K Hold
5,500
– – 0.04% 115
2015
Q2 		$437K Sell
5,500
-200
-4% -$16.4K 0.05% 95
2015
Q1 		$463K Buy
5,700
+900
+19% +$69.1K 0.05% 90
2014
Q4 		$364K Hold
4,800
– – 0.04% 133
2014
Q3 		$351K Hold
4,800
– – 0.06% 114
2014
Q2 		$347K Buy
+4,800
New +$334K 0.06% 115

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

New York Life Investment Management's DVA Position: Q1 2026 in Review

New York Life Investment Management increased its DaVita (DVA) stake by 12% in Q1 2026, buying an estimated $135K and bringing the position to 9,007 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #608.

New York Life Investment Management first reported a position in DVA in Q2 2014 and has held it in 22 quarters since. The position peaked at $2.02M in Q3 2024. 583 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • New York Life Investment Management held 9,007 shares of DaVita worth $1.38M as of Q1 2026.
  • New York Life Investment Management bought 999 DaVita shares in Q1 2026, an estimated $135K.
  • DaVita made up 0.01% of New York Life Investment Management's portfolio in Q1 2026, its #608 holding.
  • New York Life Investment Management first reported a position in DaVita in Q2 2014 and has held it in 22 quarters since.
  • New York Life Investment Management's DaVita position peaked at $2.02M in Q3 2024.
  • 583 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.