STCG
DVA icon

Speece Thorson Capital Group’s DaVita DVA Stock Holding History

Speece Thorson Capital Group’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
-88,552
Closed -$10.1M – 39
2025
Q4 		$10.1M Sell
88,552
-4,911
-5% -$597K 2.18% 32
2025
Q3 		$12.4M Sell
93,463
-1,039
-1% -$143K 2.48% 24
2025
Q2 		$13.5M Buy
94,502
+1,762
+2% +$250K 2.74% 18
2025
Q1 		$14.2M Sell
92,740
-12,678
-12% -$1.99M 2.92% 16
2024
Q4 		$15.8M Sell
105,418
-641
-0.6% -$101K 3.11% 11
2024
Q3 		$17.4M Sell
106,059
-321
-0.3% -$47.4K 3.21% 7
2024
Q2 		$14.7M Sell
106,380
-2,140
-2% -$295K 3.01% 10
2024
Q1 		$15M Sell
108,520
-20,302
-16% -$2.44M 2.9% 13
2023
Q4 		$13.5M Sell
128,822
-19,851
-13% -$1.83M 2.77% 16
2023
Q3 		$14.1M Sell
148,673
-268
-0.2% -$27.3K 3.1% 11
2023
Q2 		$15M Sell
148,941
-2,059
-1% -$191K 3.06% 12
2023
Q1 		$12.2M Sell
151,000
-1,129
-0.7% -$90.5K 2.58% 20
2022
Q4 		$11.4M Hold
152,129
– – 2.44% 23
2022
Q3 		$12.6M Buy
152,129
+4,787
+3% +$420K 2.87% 12
2022
Q2 		$11.8M Sell
147,342
-18,490
-11% -$1.87M 2.78% 14
2022
Q1 		$18.8M Sell
165,832
-20,942
-11% -$2.35M 4.01% 6
2021
Q4 		$21.2M Buy
186,774
+19,341
+12% +$2.08M 4.06% 3
2021
Q3 		$19.5M Sell
167,433
-197
-0.1% -$24.7K 4.08% 2
2021
Q2 		$20.2M Sell
167,630
-836
-0.5% -$98.9K 4.22% 3
2021
Q1 		$18.2M Sell
168,466
-971
-0.6% -$108K 3.82% 6
2020
Q4 		$19.9M Buy
169,437
+6,672
+4% +$680K 4.73% 3
2020
Q3 		$13.9M Buy
162,765
+797
+0.5% +$68.1K 3.69% 8
2020
Q2 		$12.8M Sell
161,968
-1,873
-1% -$146K 3.7% 7
2020
Q1 		$12.5M Sell
163,841
-23,502
-13% -$1.85M 4.29% 2
2019
Q4 		$14.1M Sell
187,343
-39,852
-18% -$2.64M 3.64% 9
2019
Q3 		$13M Sell
227,195
-63,323
-22% -$3.68M 3.47% 10
2019
Q2 		$16.3M Sell
290,518
-343
-0.1% -$17.8K 4.35% 3
2019
Q1 		$15.8M Buy
290,861
+27,509
+10% +$1.52M 4.34% 1
2018
Q4 		$13.6M Buy
263,352
+6,694
+3% +$429K 4.06% 3
2018
Q3 		$18.4M Sell
256,658
-42,940
-14% -$3.04M 4.27% 2
2018
Q2 		$20.8M Sell
299,598
-8,449
-3% -$565K 4.38% 2
2018
Q1 		$20.3M Sell
308,047
-20,574
-6% -$1.51M 4.31% 1
2017
Q4 		$23.7M Buy
328,621
+7,439
+2% +$458K 4.72% 1
2017
Q3 		$19.1M Buy
321,182
+40,667
+14% +$2.45M 3.97% 3
2017
Q2 		$18.2M Buy
280,515
+1,360
+0.5% +$90K 3.79% 4
2017
Q1 		$19M Buy
279,155
+7,760
+3% +$514K 4.01% 1
2016
Q4 		$17.4M Buy
271,395
+19,921
+8% +$1.24M 3.9% 3
2016
Q3 		$16.6M Buy
251,474
+70,373
+39% +$4.95M 3.57% 6
2016
Q2 		$14M Buy
181,101
+2,560
+1% +$193K 3.04% 11
2016
Q1 		$13.1M Buy
178,541
+32,225
+22% +$2.18M 2.94% 15
2015
Q4 		$10.2M Buy
146,316
+31,668
+28% +$2.32M 2.48% 20
2015
Q3 		$8.29M Buy
114,648
+52,448
+84% +$4.07M 2.06% 24
2015
Q2 		$4.94M Sell
62,200
-480
-0.8% -$39.4K 1.19% 35
2015
Q1 		$5.09M Buy
+62,680
New +$4.81M 1.2% 34

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

Speece Thorson Capital Group's DVA Position: Q1 2026 in Review

Speece Thorson Capital Group sold out of DaVita (DVA) in Q1 2026, closing a stake of 88,552 shares — an estimated $10.1M sold.

Speece Thorson Capital Group first reported a position in DVA in Q1 2015 and held it in 44 quarters. The position peaked at $23.7M in Q4 2017. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Speece Thorson Capital Group reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
  • Speece Thorson Capital Group sold 88,552 DaVita shares in Q1 2026, an estimated $10.1M.
  • Speece Thorson Capital Group first reported a position in DaVita in Q1 2015 and held it in 44 quarters.
  • Speece Thorson Capital Group's DaVita position peaked at $23.7M in Q4 2017.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.