Principia Wealth Advisory’s DaVita DVA Stock Holding History

Principia Wealth Advisory’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	-5	Closed	-$664	–	1024
2025 Q3	$664	Buy	5 +1	+25%	+$137	﹤0.01%	738
2025 Q2	$570	Buy	+4	New	+$567	﹤0.01%	708

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principia Wealth Advisory's DVA Position: Q4 2025 in Review

Principia Wealth Advisory sold out of DaVita (DVA) in Q4 2025, closing a stake of 5 shares — an estimated $664 sold.

Principia Wealth Advisory first reported a position in DVA in Q2 2025 and held it in 2 quarters. The position peaked at $664 in Q3 2025. 534 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

Principia Wealth Advisory reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
Principia Wealth Advisory sold 5 DaVita shares in Q4 2025, an estimated $664.
Principia Wealth Advisory first reported a position in DaVita in Q2 2025 and held it in 2 quarters.
Principia Wealth Advisory's DaVita position peaked at $664 in Q3 2025.
534 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.