Osaic Holdings
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Osaic Holdings’s DaVita DVA Stock Holding History

Osaic Holdings’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 		$19.5M Sell
87,811
-26,449
-23% -$4.81M 0.02% 675
2026
Q1 		$17.6M Buy
114,260
+107,563
+1,606% +$14.6M 0.03% 621
2025
Q4 		$761K Sell
6,697
-1,377
-17% -$167K ﹤0.01% 2949
2025
Q3 		$1.1M Buy
8,074
+500
+7% +$68.7K ﹤0.01% 2705
2025
Q2 		$1.08M Buy
7,574
+1,133
+18% +$161K ﹤0.01% 2455
2025
Q1 		$985K Sell
6,441
-87
-1% -$13.7K ﹤0.01% 2266
2024
Q4 		$976K Sell
6,528
-8,531
-57% -$1.34M ﹤0.01% 2212
2024
Q3 		$2.47M Buy
15,059
+2,753
+22% +$407K 0.01% 1530
2024
Q2 		$1.71M Buy
12,306
+5,573
+83% +$768K ﹤0.01% 1751
2024
Q1 		$930K Sell
6,733
-8,863
-57% -$1.06M ﹤0.01% 2406
2023
Q4 		$1.63M Sell
15,596
-12,079
-44% -$1.12M ﹤0.01% 2030
2023
Q3 		$2.62M Buy
27,675
+9,429
+52% +$962K ﹤0.01% 1762
2023
Q2 		$1.83M Buy
18,246
+14,101
+340% +$1.31M ﹤0.01% 1956
2023
Q1 		$337K Sell
4,145
-378
-8% -$30.3K ﹤0.01% 3450
2022
Q4 		$338K Sell
4,523
-2,119
-32% -$165K ﹤0.01% 3399
2022
Q3 		$549K Sell
6,642
-735
-10% -$64.5K ﹤0.01% 2803
2022
Q2 		$590K Buy
7,377
+1,637
+29% +$166K ﹤0.01% 2766
2022
Q1 		$637K Sell
5,740
-749
-12% -$84.1K ﹤0.01% 2992
2021
Q4 		$739K Sell
6,489
-10,025
-61% -$1.08M ﹤0.01% 2680
2021
Q3 		$1.92M Sell
16,514
-448
-3% -$56.1K ﹤0.01% 1745
2021
Q2 		$2.04M Sell
16,962
-12,865
-43% -$1.52M ﹤0.01% 1701
2021
Q1 		$3.21M Sell
29,827
-13,304
-31% -$1.48M 0.01% 1233
2020
Q4 		$5.06M Sell
43,131
-9,694
-18% -$987K 0.01% 860
2020
Q3 		$4.51M Sell
52,825
-10,895
-17% -$931K 0.01% 820
2020
Q2 		$5.04M Sell
63,720
-12,997
-17% -$1.01M 0.02% 697
2020
Q1 		$5.82M Buy
+76,717
New +$6.03M 0.02% 542

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Osaic Holdings's DVA Position: Q2 2026 in Review

Osaic Holdings reduced its DaVita (DVA) stake by 23% in Q2 2026, selling an estimated $4.81M and leaving 87,811 shares worth $19.5M. The position accounts for 0.02% of the portfolio, ranked #675.

Osaic Holdings first reported a position in DVA in Q1 2020 and has held it in 26 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Osaic Holdings held 87,811 shares of DaVita worth $19.5M as of Q2 2026.
  • Osaic Holdings sold 26,449 DaVita shares in Q2 2026, an estimated $4.81M.
  • DaVita made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #675 holding.
  • Osaic Holdings first reported a position in DaVita in Q1 2020 and has held it in 26 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.