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Newbridge Financial Services Group’s DaVita DVA Stock Holding History

Newbridge Financial Services Group’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
Q1 		– Sell
-35
Closed -$5.23K – 1071
2024
Q4 		$5.23K Sell
35
-2,855
-99% -$448K ﹤0.01% 860
2024
Q3 		$474K Buy
+2,890
New +$427K 0.17% 98
2024
Q2 		– Sell
-273
Closed -$37.7K – 1131
2024
Q1 		$37.7K Sell
273
-12
-4% -$1.44K 0.02% 456
2023
Q4 		$29.9K Buy
+285
New +$26.3K 0.01% 511
2021
Q2 		– Sell
-15
Closed -$2K – 1448
2021
Q1 		$2K Hold
15
– – ﹤0.01% 1164
2020
Q4 		$2K Hold
15
– – ﹤0.01% 954
2020
Q3 		$1K Buy
+15
New +$1.28K ﹤0.01% 964

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Newbridge Financial Services Group's DVA Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of DaVita (DVA) in Q1 2025, closing a stake of 35 shares — an estimated $5.23K sold.

Newbridge Financial Services Group first reported a position in DVA in Q3 2020 and held it in 7 quarters. The position peaked at $474K in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 35 DaVita shares in Q1 2025, an estimated $5.23K.
  • Newbridge Financial Services Group first reported a position in DaVita in Q3 2020 and held it in 7 quarters.
  • Newbridge Financial Services Group's DaVita position peaked at $474K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.