Qsemble Capital Management’s DaVita DVA Stock Holding History

Qsemble Capital 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 Q1	$3.57M	Buy	23,257 +12,254	+111%	+$1.66M	0.27%	129
2025 Q4	$1.25M	Buy	+11,003	New	+$1.34M	0.1%	246
2024 Q2	–	Sell	-3,422	Closed	-$472K	–	461
2024 Q1	$472K	Buy	+3,422	New	+$410K	0.1%	281
2023 Q4	–	Sell	-2,300	Closed	-$217K	–	388
2023 Q3	$217K	Sell	2,300 -100	-4%	-$10.2K	0.04%	310
2023 Q2	$241K	Buy	+2,400	New	+$223K	0.17%	176

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Qsemble Capital Management's DVA Position: Q1 2026 in Review

Qsemble Capital Management increased its DaVita (DVA) stake by 111% in Q1 2026, buying an estimated $1.66M and bringing the position to 23,257 shares worth $3.57M. The position accounts for 0.27% of the portfolio, ranked #129.

Qsemble Capital Management first reported a position in DVA in Q2 2023 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Qsemble Capital Management held 23,257 shares of DaVita worth $3.57M as of Q1 2026.
Qsemble Capital Management bought 12,254 DaVita shares in Q1 2026, an estimated $1.66M.
DaVita made up 0.27% of Qsemble Capital Management's portfolio in Q1 2026, its #129 holding.
Qsemble Capital Management first reported a position in DaVita in Q2 2023 and has held it in 5 quarters since.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.