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DVA icon

TOBAM’s DaVita DVA Stock Holding History

TOBAM’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
-4,299
Closed -$612K – 258
2025
Q2 		$612K Sell
4,299
-176
-4% -$24.9K 0.24% 80
2025
Q1 		$685K Sell
4,475
-10,654
-70% -$1.67M 0.29% 79
2024
Q4 		$2.26M Sell
15,129
-28,939
-66% -$4.54M 0.69% 48
2024
Q3 		$7.22M Sell
44,068
-15,768
-26% -$2.33M 1.32% 25
2024
Q2 		$8.29M Sell
59,836
-56,899
-49% -$7.84M 1.3% 26
2024
Q1 		$16.1M Sell
116,735
-19,488
-14% -$2.34M 1.44% 25
2023
Q4 		$14.3M Sell
136,223
-24,690
-15% -$2.28M 1.25% 34
2023
Q3 		$15.2M Sell
160,913
-3,871
-2% -$395K 1.22% 33
2023
Q2 		$16.6M Sell
164,784
-34,809
-17% -$3.23M 1.25% 32
2023
Q1 		$16.2M Sell
199,593
-4,975
-2% -$399K 1.07% 37
2022
Q4 		$15.3M Sell
204,568
-2,722
-1% -$211K 1.01% 38
2022
Q3 		$17.2M Buy
207,290
+139,414
+205% +$12.2M 1.2% 29
2022
Q2 		$5.43M Buy
67,876
+17,399
+34% +$1.76M 0.34% 64
2022
Q1 		$5.71M Buy
50,477
+41,730
+477% +$4.69M 0.29% 88
2021
Q4 		$995K Buy
8,747
+27
+0.3% +$2.9K 0.04% 118
2021
Q3 		$1.01M Buy
+8,720
New +$1.09M 0.04% 119
2021
Q1 		– Sell
-345
Closed -$41K – 433
2020
Q4 		$41K Hold
345
– – ﹤0.01% 356
2020
Q3 		$30K Sell
345
-14,041
-98% -$1.2M ﹤0.01% 384
2020
Q2 		$1.14M Buy
14,386
+435
+3% +$34K 0.07% 105
2020
Q1 		$1.06M Buy
+13,951
New +$1.1M 0.08% 98
2019
Q1 		– Sell
-28,416
Closed -$1.46M – 146
2018
Q4 		$1.46M Sell
28,416
-168,623
-86% -$10.8M 0.07% 112
2018
Q3 		$14.1M Sell
197,039
-101,826
-34% -$7.2M 0.6% 55
2018
Q2 		$20.8M Buy
298,865
+65,028
+28% +$4.34M 0.85% 43
2018
Q1 		$15.4M Buy
233,837
+202,060
+636% +$14.8M 0.63% 56
2017
Q4 		$2.3M Buy
+31,777
New +$1.96M 0.1% 111

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 $3.37T AUM 44.26% 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

TOBAM's DVA Position: Q3 2025 in Review

TOBAM sold out of DaVita (DVA) in Q3 2025, closing a stake of 4,299 shares — an estimated $612K sold.

TOBAM first reported a position in DVA in Q4 2017 and held it in 25 quarters. The position peaked at $20.8M in Q2 2018. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • TOBAM reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
  • TOBAM sold 4,299 DaVita shares in Q3 2025, an estimated $612K.
  • TOBAM first reported a position in DaVita in Q4 2017 and held it in 25 quarters.
  • TOBAM's DaVita position peaked at $20.8M in Q2 2018.
  • 562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on TOBAM's 13F filing for Q3 2025, filed 7 Nov 2025.