Salomon & Ludwin’s DaVita DVA Stock Holding History

Salomon & Ludwin’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	-32	Closed	-$4.2K	–	2157
2025 Q3	$4.2K	Buy	+32	New	+$4.39K	﹤0.01%	1794

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 $3.38T AUM 44.17% 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

Salomon & Ludwin's DVA Position: Q4 2025 in Review

Salomon & Ludwin sold out of DaVita (DVA) in Q4 2025, closing a stake of 32 shares — an estimated $4.2K sold.

Salomon & Ludwin first reported a position in DVA in Q3 2025 and held it in 1 quarter. The position peaked at $4.2K in Q3 2025. 534 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

Salomon & Ludwin reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
Salomon & Ludwin sold 32 DaVita shares in Q4 2025, an estimated $4.2K.
Salomon & Ludwin first reported a position in DaVita in Q3 2025 and held it in 1 quarter.
Salomon & Ludwin's DaVita position peaked at $4.2K in Q3 2025.
534 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Salomon & Ludwin's 13F filing for Q4 2025, filed 28 Jan 2026.