Pathstone Holdings
DVA icon

Pathstone Holdings’s DaVita DVA Stock Holding History

Pathstone 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
Q1 		$1.23M Buy
8,028
+646
+9% +$87.6K ﹤0.01% 1302
2025
Q4 		$839K Sell
7,382
-212
-3% -$25.8K ﹤0.01% 1508
2025
Q3 		$1.01M Sell
7,594
-543
-7% -$74.6K ﹤0.01% 1419
2025
Q2 		$1.16M Sell
8,137
-246
-3% -$34.9K ﹤0.01% 1314
2025
Q1 		$1.28M Buy
8,383
+921
+12% +$145K 0.01% 1243
2024
Q4 		$1.12M Buy
7,462
+150
+2% +$23.5K ﹤0.01% 1305
2024
Q3 		$1.2M Buy
7,312
+183
+3% +$27K 0.01% 1269
2024
Q2 		$988K Sell
7,129
-303
-4% -$41.8K ﹤0.01% 1336
2024
Q1 		$1.03M Buy
7,432
+423
+6% +$50.7K ﹤0.01% 1266
2023
Q4 		$734K Buy
+7,009
New +$648K ﹤0.01% 1266

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings's DVA Position: Q1 2026 in Review

Pathstone Holdings increased its DaVita (DVA) stake by 8.8% in Q1 2026, buying an estimated $87.6K and bringing the position to 8,028 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Pathstone Holdings first reported a position in DVA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.28M in Q1 2025. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Pathstone Holdings held 8,028 shares of DaVita worth $1.23M as of Q1 2026.
  • Pathstone Holdings bought 646 DaVita shares in Q1 2026, an estimated $87.6K.
  • DaVita made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1302 holding.
  • Pathstone Holdings first reported a position in DaVita in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's DaVita position peaked at $1.28M in Q1 2025.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.