Secure Asset Management’s DaVita DVA Stock Holding History

Secure 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 Q2	–	Sell	-1,355	Closed	-$207K	–	322
2025 Q1	$207K	Sell	1,355 -34	-2%	-$5.34K	0.04%	293
2024 Q4	$208K	Buy	+1,389	New	+$218K	0.03%	303

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Secure Asset Management's DVA Position: Q2 2025 in Review

Secure Asset Management sold out of DaVita (DVA) in Q2 2025, closing a stake of 1,355 shares — an estimated $207K sold.

Secure Asset Management first reported a position in DVA in Q4 2024 and held it in 2 quarters. The position peaked at $208K in Q4 2024. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

Secure Asset Management reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
Secure Asset Management sold 1,355 DaVita shares in Q2 2025, an estimated $207K.
Secure Asset Management first reported a position in DaVita in Q4 2024 and held it in 2 quarters.
Secure Asset Management's DaVita position peaked at $208K in Q4 2024.
593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.