SummitTX Capital’s DaVita DVA Stock Holding History

SummitTX Capital’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 Q4	–	Sell	-16,045	Closed	-$2.13M	–	758
2025 Q3	$2.13M	Buy	16,045 +10,684	+199%	+$1.47M	0.09%	245
2025 Q2	$764K	Buy	+5,361	New	+$759K	0.03%	425

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SummitTX Capital's DVA Position: Q4 2025 in Review

SummitTX Capital sold out of DaVita (DVA) in Q4 2025, closing a stake of 16,045 shares — an estimated $2.13M sold.

SummitTX Capital first reported a position in DVA in Q2 2025 and held it in 2 quarters. The position peaked at $2.13M in Q3 2025. 531 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

SummitTX Capital reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 16,045 DaVita shares in Q4 2025, an estimated $2.13M.
SummitTX Capital first reported a position in DaVita in Q2 2025 and held it in 2 quarters.
SummitTX Capital's DaVita position peaked at $2.13M in Q3 2025.
531 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.