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Stonebridge Financial Group (Pennsylvania)’s DaVita DVA Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-17
Closed -$2.6K – 418
2025
Q1 		$2.6K Buy
+17
New +$2.67K ﹤0.01% 770

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s DVA Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of DaVita (DVA) in Q2 2025, closing a stake of 17 shares — an estimated $2.6K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in DVA in Q1 2025 and held it in 1 quarter. The position peaked at $2.6K in Q1 2025. 592 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 17 DaVita shares in Q2 2025, an estimated $2.6K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in DaVita in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s DaVita position peaked at $2.6K in Q1 2025.
  • 592 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.