Osterweis Capital Management’s DaVita DVA Stock Holding History

Osterweis Capital Management’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 Q2	–	Sell	-5	Closed	-$765	–	325
2025 Q1	$765	Buy	+5	New	+$786	﹤0.01%	258

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

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

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

Osterweis Capital Management's DVA Position: Q2 2025 in Review

Osterweis Capital Management sold out of DaVita (DVA) in Q2 2025, closing a stake of 5 shares — an estimated $765 sold.

Osterweis Capital Management first reported a position in DVA in Q1 2025 and held it in 1 quarter. The position peaked at $765 in Q1 2025. 592 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

Osterweis Capital Management reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
Osterweis Capital Management sold 5 DaVita shares in Q2 2025, an estimated $765.
Osterweis Capital Management first reported a position in DaVita in Q1 2025 and held it in 1 quarter.
Osterweis Capital Management's DaVita position peaked at $765 in Q1 2025.
592 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.