Orion Portfolio Solutions’s DaVita DVA Stock Holding History

Orion Portfolio Solutions’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	$695K	Buy	4,545 +5	+0.1%	+$786	0.01%	1254
2024 Q4	$679K	Sell	4,540 -762	-14%	-$119K	0.01%	1234
2024 Q3	$869K	Sell	5,302 -898	-14%	-$133K	0.01%	1118
2024 Q2	$859K	Sell	6,200 -726	-10%	-$100K	0.01%	1052
2024 Q1	$956K	Sell	6,926 -7,327	-51%	-$879K	0.01%	1005
2023 Q4	$1.55M	Sell	14,253 -2,458	-15%	-$227K	0.02%	753
2023 Q3	$1.58M	Sell	16,711 -5,229	-24%	-$533K	0.02%	715
2023 Q2	$2.2M	Sell	21,940 -2,068	-9%	-$192K	0.02%	611
2023 Q1	$1.95M	Buy	+24,008	New	+$1.92M	0.02%	601
2020 Q3	–	Sell	-112	Closed	-$9K	–	845
2020 Q2	$9K	Sell	112 -31	-22%	-$2.42K	﹤0.01%	1240
2020 Q1	$11K	Buy	143 +9	+7%	+$708	﹤0.01%	1023
2019 Q4	$10K	Buy	+134	New	+$8.89K	﹤0.01%	993

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's DVA Position: Q1 2025 in Review

Orion Portfolio Solutions increased its DaVita (DVA) stake by 0.11% in Q1 2025, buying an estimated $786 and bringing the position to 4,545 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #1254.

Orion Portfolio Solutions first reported a position in DVA in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.2M in Q2 2023. 596 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

Orion Portfolio Solutions held 4,545 shares of DaVita worth $695K as of Q1 2025.
Orion Portfolio Solutions bought 5 DaVita shares in Q1 2025, an estimated $786.
DaVita made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1254 holding.
Orion Portfolio Solutions first reported a position in DaVita in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's DaVita position peaked at $2.2M in Q2 2023.
596 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.