Patton Fund Management’s DaVita DVA Stock Holding History

Patton Fund 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
2026 Q3	$2.51M	Buy	+14,364	New	+$2.88M	0.65%	57
2026 Q2	–	Sell	-1,890	Closed	-$290K	–	204
2026 Q1	$290K	Hold	1,890	–	–	0.05%	180
2025 Q4	$215K	Buy	1,890 +177	+10%	+$21.5K	0.03%	427
2025 Q3	$228K	Hold	1,713	–	–	0.04%	347
2025 Q2	$244K	Sell	1,713 -19,635	-92%	-$2.78M	0.05%	219
2025 Q1	$3.27M	Sell	21,348 -6,336	-23%	-$995K	0.79%	56
2024 Q4	$4.14M	Sell	27,684 -4,188	-13%	-$657K	0.81%	57
2024 Q3	$5.22M	Sell	31,872 -1,695	-5%	-$250K	1.08%	41
2024 Q2	$4.65M	Buy	+33,567	New	+$4.63M	0.98%	48
2023 Q1	–	Sell	-2,751	Closed	-$205K	–	128
2022 Q4	$205K	Buy	+2,751	New	+$214K	0.06%	166

Other funds holding DVA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Patton Fund Management's DVA Position: Q3 2026 in Review

Patton Fund Management opened a new position in DaVita (DVA) in Q3 2026: 14,364 shares worth $2.51M. The stake represents 0.65% of the portfolio and ranks #57 among its holdings. This is a return to the name: Patton Fund Management previously reported a position in DVA as recently as Q1 2026.

Patton Fund Management first reported a position in DVA in Q4 2022 and has held it in 10 quarters since. The position peaked at $5.22M in Q3 2024. 361 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

Patton Fund Management held 14,364 shares of DaVita worth $2.51M as of Q3 2026.
DaVita was a new Patton Fund Management position in Q3 2026.
DaVita made up 0.65% of Patton Fund Management's portfolio in Q3 2026, its #57 holding.
Patton Fund Management first reported a position in DaVita in Q4 2022 and has held it in 10 quarters since.
Patton Fund Management's DaVita position peaked at $5.22M in Q3 2024.
361 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Patton Fund Management's 13F filing for Q3 2026, filed 13 Oct 2026.