Summit Financial’s DaVita DVA Stock Holding History

Summit Financial’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	-3,502	Closed	-$536K	–	817
2025 Q1	$536K	Buy	+3,502	New	+$550K	0.02%	493

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Summit Financial's DVA Position: Q2 2025 in Review

Summit Financial sold out of DaVita (DVA) in Q2 2025, closing a stake of 3,502 shares — an estimated $536K sold.

Summit Financial first reported a position in DVA in Q1 2025 and held it in 1 quarter. The position peaked at $536K in Q1 2025. 592 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

Summit Financial reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
Summit Financial sold 3,502 DaVita shares in Q2 2025, an estimated $536K.
Summit Financial first reported a position in DaVita in Q1 2025 and held it in 1 quarter.
Summit Financial's DaVita position peaked at $536K in Q1 2025.
592 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Summit Financial's 13F filing for Q2 2025, filed 13 Aug 2025.