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Tacita Capital’s DaVita DVA Stock Holding History

Tacita 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
Q3 		– Sell
-600
Closed -$85.5K – 220
2025
Q2 		$85.5K Hold
600
– – 0.05% 107
2025
Q1 		$91.8K Sell
600
-650
-52% -$102K 0.07% 101
2024
Q4 		$187K Hold
1,250
– – 0.13% 81
2024
Q3 		$205K Hold
1,250
– – 0.13% 82
2024
Q2 		$173K Hold
1,250
– – 0.12% 86
2024
Q1 		$173K Hold
1,250
– – 0.12% 93
2023
Q4 		$131K Hold
1,250
– – 0.1% 96
2023
Q3 		$118K Buy
+1,250
New +$128K 0.09% 97

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Tacita Capital's DVA Position: Q3 2025 in Review

Tacita Capital sold out of DaVita (DVA) in Q3 2025, closing a stake of 600 shares — an estimated $85.5K sold.

Tacita Capital first reported a position in DVA in Q3 2023 and held it in 8 quarters. The position peaked at $205K in Q3 2024. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • Tacita Capital reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
  • Tacita Capital sold 600 DaVita shares in Q3 2025, an estimated $85.5K.
  • Tacita Capital first reported a position in DaVita in Q3 2023 and held it in 8 quarters.
  • Tacita Capital's DaVita position peaked at $205K in Q3 2024.
  • 562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Tacita Capital's 13F filing for Q3 2025, filed 6 Nov 2025.