SteelPeak Wealth’s DaVita DVA Stock Holding History

SteelPeak Wealth’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 Q1	–	Sell	-6,987	Closed	-$1.04M	–	605
2024 Q4	$1.04M	Buy	+6,987	New	+$1.1M	0.04%	244

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 $3.38T AUM 44.17% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SteelPeak Wealth's DVA Position: Q1 2025 in Review

SteelPeak Wealth sold out of DaVita (DVA) in Q1 2025, closing a stake of 6,987 shares — an estimated $1.04M sold.

SteelPeak Wealth first reported a position in DVA in Q4 2024 and held it in 1 quarter. The position peaked at $1.04M in Q4 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

SteelPeak Wealth reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
SteelPeak Wealth sold 6,987 DaVita shares in Q1 2025, an estimated $1.04M.
SteelPeak Wealth first reported a position in DaVita in Q4 2024 and held it in 1 quarter.
SteelPeak Wealth's DaVita position peaked at $1.04M in Q4 2024.
597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.