OAM
DVA icon

Ostrum Asset Management’s DaVita DVA Stock Holding History

Ostrum Asset 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
Q4 		– Sell
-19,654
Closed -$2.61M – 581
2025
Q3 		$2.61M Sell
19,654
-237
-1% -$32.5K 0.12% 157
2025
Q2 		$2.83M Buy
19,891
+16,222
+442% +$2.3M 0.13% 143
2025
Q1 		$561K Sell
3,669
-97
-3% -$15.2K 0.03% 397
2024
Q4 		$563K Sell
3,766
-155
-4% -$24.3K 0.05% 390
2024
Q3 		$643K Buy
3,921
+48
+1% +$7.09K 0.05% 370
2024
Q2 		$537K Sell
3,873
-9,992
-72% -$1.38M 0.05% 386
2024
Q1 		$1.91M Hold
13,865
– – 0.15% 231
2023
Q4 		$1.45M Buy
13,865
+7,789
+128% +$720K 0.13% 249
2023
Q3 		$574K Sell
6,076
-5,766
-49% -$588K 0.05% 416
2023
Q2 		$1.19M Buy
11,842
+10
+0.1% +$928 0.1% 275
2023
Q1 		$960K Buy
+11,832
New +$948K 0.08% 319

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ostrum Asset Management's DVA Position: Q4 2025 in Review

Ostrum Asset Management sold out of DaVita (DVA) in Q4 2025, closing a stake of 19,654 shares — an estimated $2.61M sold.

Ostrum Asset Management first reported a position in DVA in Q1 2023 and held it in 11 quarters. The position peaked at $2.83M in Q2 2025. 531 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • Ostrum Asset Management reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
  • Ostrum Asset Management sold 19,654 DaVita shares in Q4 2025, an estimated $2.61M.
  • Ostrum Asset Management first reported a position in DaVita in Q1 2023 and held it in 11 quarters.
  • Ostrum Asset Management's DaVita position peaked at $2.83M in Q2 2025.
  • 531 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Ostrum Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.