Occudo Quantitative Strategies’s DaVita DVA Stock Holding History

Occudo Quantitative Strategies’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 Q2	$1.92M	Sell	8,624 -12,385	-59%	-$2.25M	0.1%	284
2026 Q1	$3.26M	Sell	21,009 -697	-3%	-$94.5K	0.18%	170
2025 Q4	$2.47M	Buy	21,706 +13,962	+180%	+$1.7M	0.17%	185
2025 Q3	$1.03M	Buy	+7,744	New	+$1.06M	0.13%	229
2025 Q2	–	Sell	-6,034	Closed	-$906K	–	697
2025 Q1	$906K	Buy	6,034 +4,096	+211%	+$644K	0.12%	246
2024 Q4	$290K	Buy	+1,938	New	+$304K	0.05%	459
2024 Q2	–	Sell	-6,745	Closed	-$931K	–	815
2024 Q1	$931K	Buy	6,745 +787	+13%	+$94.4K	0.16%	177
2023 Q4	$624K	Sell	5,958 -15,480	-72%	-$1.43M	0.08%	322
2023 Q3	$2.03M	Buy	+21,438	New	+$2.19M	0.26%	96
2023 Q2	–	Sell	-13,239	Closed	-$1.07M	–	1077
2023 Q1	$1.07M	Sell	13,239 -20,187	-60%	-$1.62M	0.1%	306
2022 Q4	$2.5M	Buy	+33,426	New	+$2.6M	0.29%	93
2022 Q2	–	Sell	-4,825	Closed	-$546K	–	1194
2022 Q1	$546K	Buy	4,825 +2,702	+127%	+$303K	0.05%	612
2021 Q4	$242K	Buy	+2,123	New	+$228K	0.02%	838
2021 Q2	–	Sell	-2,595	Closed	-$280K	–	918
2021 Q1	$280K	Buy	+2,595	New	+$288K	0.06%	512

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Occudo Quantitative Strategies's DVA Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its DaVita (DVA) stake by 59% in Q2 2026, selling an estimated $2.25M and leaving 8,624 shares worth $1.92M. The position accounts for 0.1% of the portfolio, ranked #284.

Occudo Quantitative Strategies first reported a position in DVA in Q1 2021 and has held it in 14 quarters since. The position peaked at $3.26M in Q1 2026. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Occudo Quantitative Strategies held 8,624 shares of DaVita worth $1.92M as of Q2 2026.
Occudo Quantitative Strategies sold 12,385 DaVita shares in Q2 2026, an estimated $2.25M.
DaVita made up 0.1% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #284 holding.
Occudo Quantitative Strategies first reported a position in DaVita in Q1 2021 and has held it in 14 quarters since.
Occudo Quantitative Strategies's DaVita position peaked at $3.26M in Q1 2026.
630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.