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Trustmark National Bank Trust Department’s DaVita DVA Stock Holding History

Trustmark National Bank Trust Department’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
-1,908
Closed -$292K – 277
2025
Q1 		$292K Sell
1,908
-603
-24% -$94.7K 0.02% 249
2024
Q4 		$376K Buy
2,511
+674
+37% +$106K 0.03% 222
2024
Q3 		$301K Sell
1,837
-176
-9% -$26K 0.02% 253
2024
Q2 		$279K Buy
+2,013
New +$277K 0.02% 249
2022
Q4 		– Sell
-26,789
Closed -$2.22M – 267
2022
Q3 		$2.22M Buy
+26,789
New +$2.35M 0.21% 84

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Trustmark National Bank Trust Department's DVA Position: Q2 2025 in Review

Trustmark National Bank Trust Department sold out of DaVita (DVA) in Q2 2025, closing a stake of 1,908 shares — an estimated $292K sold.

Trustmark National Bank Trust Department first reported a position in DVA in Q3 2022 and held it in 5 quarters. The position peaked at $2.22M in Q3 2022. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

  • Trustmark National Bank Trust Department reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
  • Trustmark National Bank Trust Department sold 1,908 DaVita shares in Q2 2025, an estimated $292K.
  • Trustmark National Bank Trust Department first reported a position in DaVita in Q3 2022 and held it in 5 quarters.
  • Trustmark National Bank Trust Department's DaVita position peaked at $2.22M in Q3 2022.
  • 593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2025, filed 13 Aug 2025.