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Private Wealth Asset Management’s DaVita DVA Stock Holding History

Private Wealth Asset 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
2025
Q3 		– Sell
-38
Closed -$5.41K – 1107
2025
Q2 		$5.41K Sell
38
-8
-17% -$1.13K ﹤0.01% 758
2025
Q1 		$7.04K Buy
+46
New +$7.23K ﹤0.01% 688

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 $3.38T AUM 44.17% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Private Wealth Asset Management's DVA Position: Q3 2025 in Review

Private Wealth Asset Management sold out of DaVita (DVA) in Q3 2025, closing a stake of 38 shares — an estimated $5.41K sold.

Private Wealth Asset Management first reported a position in DVA in Q1 2025 and held it in 2 quarters. The position peaked at $7.04K in Q1 2025. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • Private Wealth Asset Management reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 38 DaVita shares in Q3 2025, an estimated $5.41K.
  • Private Wealth Asset Management first reported a position in DaVita in Q1 2025 and held it in 2 quarters.
  • Private Wealth Asset Management's DaVita position peaked at $7.04K in Q1 2025.
  • 562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Private Wealth Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.