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ORG Wealth Partners’s DaVita DVA Stock Holding History

ORG Wealth Partners’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
Q3 		– Sell
-172
Closed -$25.2K – 645
2025
Q2 		$25.2K Hold
172
– – 0.01% 391
2025
Q1 		$26.1K Sell
172
-331
-66% -$52K 0.01% 407
2024
Q4 		$75.2K Sell
503
-89
-15% -$14K 0.02% 212
2024
Q3 		$97K Buy
+592
New +$87.5K 0.03% 188

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
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

ORG Wealth Partners's DVA Position: Q3 2025 in Review

ORG Wealth Partners sold out of DaVita (DVA) in Q3 2025, closing a stake of 172 shares — an estimated $25.2K sold.

ORG Wealth Partners first reported a position in DVA in Q3 2024 and held it in 4 quarters. The position peaked at $97K in Q3 2024. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • ORG Wealth Partners reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 172 DaVita shares in Q3 2025, an estimated $25.2K.
  • ORG Wealth Partners first reported a position in DaVita in Q3 2024 and held it in 4 quarters.
  • ORG Wealth Partners's DaVita position peaked at $97K in Q3 2024.
  • 562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.