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Principal Securities’s DaVita DVA Stock Holding History

Principal Securities’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
-406
Closed -$53.9K – 1914
2025
Q3 		$53.9K Buy
406
+23
+6% +$3.16K ﹤0.01% 1911
2025
Q2 		$54.5K Buy
383
+84
+28% +$11.9K ﹤0.01% 1822
2025
Q1 		$44.7K Hold
299
– – ﹤0.01% 1802
2024
Q4 		$44.7K Sell
299
-12
-4% -$1.88K ﹤0.01% 1801
2024
Q3 		$51K Sell
311
-3
-1% -$443 ﹤0.01% 1683
2024
Q2 		$43.5K Buy
314
+1
+0.3% +$138 ﹤0.01% 1684
2024
Q1 		$43.2K Sell
313
-38
-11% -$4.56K ﹤0.01% 1634
2023
Q4 		$36.8K Buy
+351
New +$32.4K ﹤0.01% 1620

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

Principal Securities's DVA Position: Q4 2025 in Review

Principal Securities sold out of DaVita (DVA) in Q4 2025, closing a stake of 406 shares — an estimated $53.9K sold.

Principal Securities first reported a position in DVA in Q4 2023 and held it in 8 quarters. The position peaked at $54.5K in Q2 2025. 531 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • Principal Securities reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 406 DaVita shares in Q4 2025, an estimated $53.9K.
  • Principal Securities first reported a position in DaVita in Q4 2023 and held it in 8 quarters.
  • Principal Securities's DaVita position peaked at $54.5K in Q2 2025.
  • 531 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.