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Precision Wealth Strategies’s DaVita DVA Stock Holding History

Precision Wealth Strategies’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
-2,724
Closed -$417K – 180
2025
Q1 		$417K Buy
2,724
+297
+12% +$46.7K 0.32% 58
2024
Q4 		$363K Sell
2,427
-561
-19% -$88K 0.28% 85
2024
Q3 		$490K Buy
2,988
+57
+2% +$8.42K 0.45% 41
2024
Q2 		$406K Buy
+2,931
New +$404K 0.42% 48

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Precision Wealth Strategies's DVA Position: Q2 2025 in Review

Precision Wealth Strategies sold out of DaVita (DVA) in Q2 2025, closing a stake of 2,724 shares — an estimated $417K sold.

Precision Wealth Strategies first reported a position in DVA in Q2 2024 and held it in 4 quarters. The position peaked at $490K in Q3 2024. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

  • Precision Wealth Strategies reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 2,724 DaVita shares in Q2 2025, an estimated $417K.
  • Precision Wealth Strategies first reported a position in DaVita in Q2 2024 and held it in 4 quarters.
  • Precision Wealth Strategies's DaVita position peaked at $490K in Q3 2024.
  • 593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Precision Wealth Strategies's 13F filing for Q2 2025, filed 18 Jul 2025.