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Strategic Advocates’s DaVita DVA Stock Holding History

Strategic Advocates’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
-195
Closed -$22.2K – 355
2025
Q4 		$22.2K Sell
195
-1,250
-87% -$152K 0.01% 279
2025
Q3 		$192K Hold
1,445
– – 0.05% 128
2025
Q2 		$206K Hold
1,445
– – 0.06% 123
2025
Q1 		$221K Buy
1,445
+8
+0.6% +$1.26K 0.08% 100
2024
Q4 		$215K Sell
1,437
-539
-27% -$84.5K 0.07% 103
2024
Q3 		$324K Sell
1,976
-738
-27% -$109K 0.12% 91
2024
Q2 		$376K Sell
2,714
-2,300
-46% -$317K 0.15% 83
2024
Q1 		$692K Sell
5,014
-339
-6% -$40.7K 0.27% 59
2023
Q4 		$561K Buy
5,353
+344
+7% +$31.8K 0.24% 80
2023
Q3 		$474K Buy
+5,009
New +$511K 0.22% 87

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

Strategic Advocates's DVA Position: Q1 2026 in Review

Strategic Advocates sold out of DaVita (DVA) in Q1 2026, closing a stake of 195 shares — an estimated $22.2K sold.

Strategic Advocates first reported a position in DVA in Q3 2023 and held it in 10 quarters. The position peaked at $692K in Q1 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Strategic Advocates reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 195 DaVita shares in Q1 2026, an estimated $22.2K.
  • Strategic Advocates first reported a position in DaVita in Q3 2023 and held it in 10 quarters.
  • Strategic Advocates's DaVita position peaked at $692K in Q1 2024.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.