Roberts Capital Advisors’s DaVita DVA Stock Holding History

Roberts Capital 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 Q3	–	Sell	-5,866	Closed	-$836K	–	75
2025 Q2	$836K	Buy	5,866 +1,778	+43%	+$252K	0.62%	50
2025 Q1	$625K	Buy	+4,088	New	+$642K	0.55%	51

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Roberts Capital Advisors's DVA Position: Q3 2025 in Review

Roberts Capital Advisors sold out of DaVita (DVA) in Q3 2025, closing a stake of 5,866 shares — an estimated $836K sold.

Roberts Capital Advisors first reported a position in DVA in Q1 2025 and held it in 2 quarters. The position peaked at $836K in Q2 2025. 561 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

Roberts Capital Advisors reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
Roberts Capital Advisors sold 5,866 DaVita shares in Q3 2025, an estimated $836K.
Roberts Capital Advisors first reported a position in DaVita in Q1 2025 and held it in 2 quarters.
Roberts Capital Advisors's DaVita position peaked at $836K in Q2 2025.
561 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.