Rise Advisors’s DaVita DVA Stock Holding History

Rise Advisors’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	-7	Closed	-$930	–	488
2025 Q3	$930	Buy	7 +4	+133%	+$549	﹤0.01%	1289
2025 Q2	$427	Hold	3	–	–	﹤0.01%	1447
2025 Q1	$459	Buy	+3	New	+$471	﹤0.01%	1387

Other funds holding DVA

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

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

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

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

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

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

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

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

Rise Advisors's DVA Position: Q4 2025 in Review

Rise Advisors sold out of DaVita (DVA) in Q4 2025, closing a stake of 7 shares — an estimated $930 sold.

Rise Advisors first reported a position in DVA in Q1 2025 and held it in 3 quarters. The position peaked at $930 in Q3 2025. 531 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

Rise Advisors reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 7 DaVita shares in Q4 2025, an estimated $930.
Rise Advisors first reported a position in DaVita in Q1 2025 and held it in 3 quarters.
Rise Advisors's DaVita position peaked at $930 in Q3 2025.
531 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.