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Shelton Capital Management’s DaVita DVA Stock Holding History

Shelton 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 		– Sell
-24,154
Closed -$2.74M – 741
2025
Q4 		$2.74M Sell
24,154
-2,700
-10% -$328K 0.05% 204
2025
Q3 		$3.57M Sell
26,854
-7,000
-21% -$961K 0.08% 172
2025
Q2 		$4.82M Sell
33,854
-37,700
-53% -$5.34M 0.11% 163
2025
Q1 		$10.9M Buy
71,554
+9,736
+16% +$1.53M 0.26% 102
2024
Q4 		$9.24M Sell
61,818
-14,900
-19% -$2.34M 0.23% 105
2024
Q3 		$12.6M Buy
76,718
+20,700
+37% +$3.06M 0.32% 73
2024
Q2 		$7.76M Sell
56,018
-29,200
-34% -$4.02M 0.21% 112
2024
Q1 		$11.8M Buy
85,218
+14,900
+21% +$1.79M 0.33% 72
2023
Q4 		$7.37M Buy
70,318
+67,436
+2,340% +$6.23M 0.23% 100
2023
Q3 		$272K Buy
+2,882
New +$294K 0.01% 515
2018
Q1 		– Sell
-3,724
Closed -$269K – 857
2017
Q4 		$269K Sell
3,724
-54,100
-94% -$3.33M 0.02% 643
2017
Q3 		$3.43M Sell
57,824
-11,200
-16% -$674K 0.23% 101
2017
Q2 		$4.47M Buy
69,024
+22,700
+49% +$1.5M 0.32% 66
2017
Q1 		$3.15M Buy
+46,324
New +$3.07M 0.22% 94
2015
Q2 		– Sell
-2,524
Closed -$205K – 784
2015
Q1 		$205K Buy
+2,524
New +$194K 0.02% 760
2014
Q3 		– Sell
-8,124
Closed -$588K – 767
2014
Q2 		$588K Hold
8,124
– – 0.08% 294
2014
Q1 		$559K Buy
8,124
+900
+12% +$59.8K 0.08% 287
2013
Q4 		$458K Buy
+7,224
New +$424K 0.07% 349

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Shelton Capital Management sold out of DaVita (DVA) in Q1 2026, closing a stake of 24,154 shares — an estimated $2.74M sold.

Shelton Capital Management first reported a position in DVA in Q4 2013 and held it in 18 quarters. The position peaked at $12.6M in Q3 2024. 583 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Shelton Capital Management reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
  • Shelton Capital Management sold 24,154 DaVita shares in Q1 2026, an estimated $2.74M.
  • Shelton Capital Management first reported a position in DaVita in Q4 2013 and held it in 18 quarters.
  • Shelton Capital Management's DaVita position peaked at $12.6M in Q3 2024.
  • 583 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.