TIM
DVA icon

Tortoise Investment Management’s DaVita DVA Stock Holding History

Tortoise Investment Management’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
-152
Closed -$20.2K – 575
2025
Q3 		$20.2K Hold
152
– – ﹤0.01% 516
2025
Q2 		$21.7K Buy
152
+2
+1% +$283 ﹤0.01% 498
2025
Q1 		$22.9K Buy
150
+50
+50% +$7.86K ﹤0.01% 476
2024
Q4 		$15K Hold
100
– – ﹤0.01% 587
2024
Q3 		$16.4K Hold
100
– – ﹤0.01% 583
2024
Q2 		$13.9K Hold
100
– – ﹤0.01% 589
2024
Q1 		$13.8K Hold
100
– – ﹤0.01% 580
2023
Q4 		$10.5K Hold
100
– – ﹤0.01% 567
2023
Q3 		$9.45K Hold
100
– – ﹤0.01% 567
2023
Q2 		$10K Hold
100
– – ﹤0.01% 561
2023
Q1 		$8.11K Hold
100
– – ﹤0.01% 570
2022
Q4 		$7.47K Hold
100
– – ﹤0.01% 575
2022
Q3 		$8K Hold
100
– – ﹤0.01% 560
2022
Q2 		$8K Hold
100
– – ﹤0.01% 543
2022
Q1 		$11K Buy
+100
New +$11.2K ﹤0.01% 492

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Tortoise Investment Management's DVA Position: Q4 2025 in Review

Tortoise Investment Management sold out of DaVita (DVA) in Q4 2025, closing a stake of 152 shares — an estimated $20.2K sold.

Tortoise Investment Management first reported a position in DVA in Q1 2022 and held it in 15 quarters. The position peaked at $22.9K in Q1 2025. 534 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • Tortoise Investment Management reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 152 DaVita shares in Q4 2025, an estimated $20.2K.
  • Tortoise Investment Management first reported a position in DaVita in Q1 2022 and held it in 15 quarters.
  • Tortoise Investment Management's DaVita position peaked at $22.9K in Q1 2025.
  • 534 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.