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Sowell Financial Services’s DaVita DVA Stock Holding History

Sowell Financial Services’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
-2,378
Closed -$364K – 1053
2025
Q1 		$364K Buy
+2,378
New +$374K 0.02% 686
2024
Q4 		– Sell
-16,219
Closed -$2.66M – 529
2024
Q3 		$2.66M Buy
16,219
+3,400
+27% +$502K 0.12% 189
2024
Q2 		$1.78M Buy
12,819
+2,636
+26% +$363K 0.08% 238
2024
Q1 		$1.41M Buy
10,183
+30
+0.3% +$3.6K 0.07% 290
2023
Q4 		$1.06M Sell
10,153
-2,010
-17% -$186K 0.06% 313
2023
Q3 		$1.15M Sell
12,163
-57
-0.5% -$5.81K 0.07% 288
2023
Q2 		$1.23M Buy
+12,220
New +$1.13M 0.07% 318
2023
Q1 		– Sell
-12,295
Closed -$918K – 773
2022
Q4 		$918K Buy
+12,295
New +$955K 0.06% 330
2021
Q2 		– Sell
-21,120
Closed -$2.63M – 1100
2021
Q1 		$2.63M Sell
21,120
-19,785
-48% -$2.2M 0.09% 199
2020
Q4 		$4.8M Sell
40,905
-16,799
-29% -$1.71M 0.21% 105
2020
Q3 		$4.94M Buy
57,704
+11,919
+26% +$1.02M 0.25% 91
2020
Q2 		$3.62M Buy
45,785
+17,548
+62% +$1.37M 0.2% 112
2020
Q1 		$2.15M Sell
28,237
-5,091
-15% -$400K 0.16% 145
2019
Q4 		$2.5M Buy
33,328
+6,363
+24% +$422K 0.19% 116
2019
Q3 		$1.54M Buy
+26,965
New +$1.57M 0.13% 173
2019
Q1 		$1.46M Hold
26,965
– – 0.16% 136
2018
Q4 		$1.39M Sell
26,965
-39
-0.1% -$2.5K 0.2% 113
2018
Q3 		$1.93M Buy
+27,004
New +$1.91M 0.28% 68

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sowell Financial Services's DVA Position: Q2 2025 in Review

Sowell Financial Services sold out of DaVita (DVA) in Q2 2025, closing a stake of 2,378 shares — an estimated $364K sold.

Sowell Financial Services first reported a position in DVA in Q3 2018 and held it in 18 quarters. The position peaked at $4.94M in Q3 2020. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

  • Sowell Financial Services reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 2,378 DaVita shares in Q2 2025, an estimated $364K.
  • Sowell Financial Services first reported a position in DaVita in Q3 2018 and held it in 18 quarters.
  • Sowell Financial Services's DaVita position peaked at $4.94M in Q3 2020.
  • 593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.