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Sippican Capital Advisors’s DaVita DVA Stock Holding History

Sippican 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
2026
Q1 		– Sell
-3,322
Closed -$377K – 111
2025
Q4 		$377K Sell
3,322
-6,619
-67% -$805K 0.24% 85
2025
Q3 		$1.32M Sell
9,941
-55
-0.6% -$7.55K 0.87% 45
2025
Q2 		$1.42M Sell
9,996
-20
-0.2% -$2.83K 1.03% 40
2025
Q1 		$1.53M Sell
10,016
-340
-3% -$53.4K 1.15% 38
2024
Q4 		$1.55M Sell
10,356
-109
-1% -$17.1K 1.13% 37
2024
Q3 		$1.72M Sell
10,465
-529
-5% -$78.2K 1.2% 32
2024
Q2 		$1.52M Sell
10,994
-131
-1% -$18.1K 1.21% 29
2024
Q1 		$1.54M Sell
11,125
-4,493
-29% -$539K 1.19% 31
2023
Q4 		$1.64M Buy
15,618
+2,496
+19% +$231K 1.28% 25
2023
Q3 		$1.24M Sell
13,122
-770
-6% -$78.5K 1.12% 37
2023
Q2 		$1.4M Sell
13,892
-251
-2% -$23.3K 1.29% 32
2023
Q1 		$1.15M Buy
14,143
+4,411
+45% +$353K 1.1% 40
2022
Q4 		$727K Sell
9,732
-9,336
-49% -$725K 0.7% 57
2022
Q3 		$1.58M Buy
19,068
+1,102
+6% +$96.6K 1.65% 19
2022
Q2 		$1.44M Buy
17,966
+3,979
+28% +$403K 1.43% 25
2022
Q1 		$1.58M Buy
13,987
+5,722
+69% +$642K 1.31% 28
2021
Q4 		$940K Buy
+8,265
New +$888K 0.8% 52

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

Sippican Capital Advisors's DVA Position: Q1 2026 in Review

Sippican Capital Advisors sold out of DaVita (DVA) in Q1 2026, closing a stake of 3,322 shares — an estimated $377K sold.

Sippican Capital Advisors first reported a position in DVA in Q4 2021 and held it in 17 quarters. The position peaked at $1.72M in Q3 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Sippican Capital Advisors reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
  • Sippican Capital Advisors sold 3,322 DaVita shares in Q1 2026, an estimated $377K.
  • Sippican Capital Advisors first reported a position in DaVita in Q4 2021 and held it in 17 quarters.
  • Sippican Capital Advisors's DaVita position peaked at $1.72M in Q3 2024.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Sippican Capital Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.