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SVB Wealth’s DaVita DVA Stock Holding History

SVB 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
Q2 		– Sell
-1,444
Closed -$221K – 826
2025
Q1 		$221K Buy
+1,444
New +$227K 0.01% 299
2021
Q4 		– Sell
-2,669
Closed -$311K – 852
2021
Q3 		$311K Sell
2,669
-43
-2% -$5.38K ﹤0.01% 774
2021
Q2 		$326K Sell
2,712
-55
-2% -$6.51K ﹤0.01% 725
2021
Q1 		$298K Sell
2,767
-285
-9% -$31.7K ﹤0.01% 693
2020
Q4 		$358K Sell
3,052
-132
-4% -$13.4K 0.01% 564
2020
Q3 		$272K Buy
+3,184
New +$272K ﹤0.01% 549

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SVB Wealth's DVA Position: Q2 2025 in Review

SVB Wealth sold out of DaVita (DVA) in Q2 2025, closing a stake of 1,444 shares — an estimated $221K sold.

SVB Wealth first reported a position in DVA in Q3 2020 and held it in 6 quarters. The position peaked at $358K in Q4 2020. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

  • SVB Wealth reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,444 DaVita shares in Q2 2025, an estimated $221K.
  • SVB Wealth first reported a position in DaVita in Q3 2020 and held it in 6 quarters.
  • SVB Wealth's DaVita position peaked at $358K in Q4 2020.
  • 593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.