NAM
DVA icon

NorthCrest Asset Manangement’s DaVita DVA Stock Holding History

NorthCrest Asset Manangement’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 		– Sell
-6,706
Closed -$764K – 799
2025
Q4 		$764K Buy
6,706
+186
+3% +$22.6K 0.02% 425
2025
Q3 		$854K Buy
6,520
+68
+1% +$9.34K 0.02% 370
2025
Q2 		$920K Sell
6,452
-12
-0.2% -$1.7K 0.02% 321
2025
Q1 		$989K Buy
+6,464
New +$1.02M 0.03% 298

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

NorthCrest Asset Manangement's DVA Position: Q1 2026 in Review

NorthCrest Asset Manangement sold out of DaVita (DVA) in Q1 2026, closing a stake of 6,706 shares — an estimated $764K sold.

NorthCrest Asset Manangement first reported a position in DVA in Q1 2025 and held it in 4 quarters. The position peaked at $989K in Q1 2025. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • NorthCrest Asset Manangement reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 6,706 DaVita shares in Q1 2026, an estimated $764K.
  • NorthCrest Asset Manangement first reported a position in DaVita in Q1 2025 and held it in 4 quarters.
  • NorthCrest Asset Manangement's DaVita position peaked at $989K in Q1 2025.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q1 2026, filed 8 Apr 2026.