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Oak Associates’s DaVita DVA Stock Holding History

Oak Associates’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
-7,919
Closed -$1.05M – 134
2025
Q3 		$1.05M Hold
7,919
– – 0.06% 93
2025
Q2 		$1.13M Hold
7,919
– – 0.07% 92
2025
Q1 		$1.21M Buy
+7,919
New +$1.24M 0.09% 95
2020
Q1 		– Sell
-8,590
Closed -$645K – 135
2019
Q4 		$645K Sell
8,590
-38,300
-82% -$2.54M 0.04% 115
2019
Q3 		$2.68M Sell
46,890
-73,345
-61% -$4.26M 0.17% 75
2019
Q2 		$6.76M Sell
120,235
-39,323
-25% -$2.04M 0.42% 59
2019
Q1 		$8.66M Sell
159,558
-16,922
-10% -$937K 0.53% 52
2018
Q4 		$9.08M Sell
176,480
-340
-0.2% -$21.8K 0.64% 47
2018
Q3 		$12.7M Buy
176,820
+3,865
+2% +$273K 0.77% 46
2018
Q2 		$12M Sell
172,955
-540
-0.3% -$36.1K 0.8% 46
2018
Q1 		$11.4M Sell
173,495
-8,095
-4% -$595K 0.8% 43
2017
Q4 		$13.1M Sell
181,590
-10,595
-6% -$652K 0.93% 38
2017
Q3 		$11.4M Buy
192,185
+6,990
+4% +$421K 0.84% 40
2017
Q2 		$12M Buy
185,195
+32,285
+21% +$2.14M 0.9% 38
2017
Q1 		$10.4M Buy
152,910
+105,910
+225% +$7.01M 0.83% 40
2016
Q4 		$3.02M Buy
47,000
+1,200
+3% +$74.7K 0.3% 77
2016
Q3 		$2.69M Buy
45,800
+16,400
+56% +$1.15M 0.28% 76
2016
Q2 		$2.27M Buy
29,400
+6,800
+30% +$514K 0.27% 85
2016
Q1 		$1.66M Buy
22,600
+1,500
+7% +$101K 0.2% 93
2015
Q4 		$1.47M Buy
21,100
+1,500
+8% +$110K 0.18% 98
2015
Q3 		$1.42M Buy
19,600
+1,400
+8% +$109K 0.19% 93
2015
Q2 		$1.45M Hold
18,200
– – 0.18% 101
2015
Q1 		$1.48M Hold
18,200
– – 0.18% 103
2014
Q4 		$1.38M Buy
+18,200
New +$1.37M 0.16% 103

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Associates's DVA Position: Q4 2025 in Review

Oak Associates sold out of DaVita (DVA) in Q4 2025, closing a stake of 7,919 shares — an estimated $1.05M sold.

Oak Associates first reported a position in DVA in Q4 2014 and held it in 24 quarters. The position peaked at $13.1M in Q4 2017. 531 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • Oak Associates reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
  • Oak Associates sold 7,919 DaVita shares in Q4 2025, an estimated $1.05M.
  • Oak Associates first reported a position in DaVita in Q4 2014 and held it in 24 quarters.
  • Oak Associates's DaVita position peaked at $13.1M in Q4 2017.
  • 531 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Oak Associates's 13F filing for Q4 2025, filed 12 Feb 2026.