TwinBeech Capital’s DaVita DVA Stock Holding History

TwinBeech 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
2026 Q1	–	Sell	-1,967	Closed	-$223K	–	640
2025 Q4	$223K	Buy	+1,967	New	+$239K	0.02%	519
2025 Q3	–	Sell	-94,427	Closed	-$13.5M	–	627
2025 Q2	$13.5M	Buy	+94,427	New	+$13.4M	0.3%	93
2024 Q1	–	Sell	-20,443	Closed	-$2.14M	–	623
2023 Q4	$2.14M	Buy	+20,443	New	+$1.89M	0.03%	391
2022 Q3	–	Sell	-14,266	Closed	-$1.14M	–	670
2022 Q2	$1.14M	Sell	14,266 -30,444	-68%	-$3.08M	0.05%	305
2022 Q1	$5.06M	Buy	+44,710	New	+$5.02M	0.22%	124
2021 Q4	–	Sell	-26,742	Closed	-$3.11M	–	619
2021 Q3	$3.11M	Buy	+26,742	New	+$3.35M	0.22%	142
2021 Q1	–	Sell	-10,835	Closed	-$1.27M	–	500
2020 Q4	$1.27M	Buy	+10,835	New	+$1.1M	0.21%	144

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TwinBeech Capital's DVA Position: Q1 2026 in Review

TwinBeech Capital sold out of DaVita (DVA) in Q1 2026, closing a stake of 1,967 shares — an estimated $223K sold.

TwinBeech Capital first reported a position in DVA in Q4 2020 and held it in 7 quarters. The position peaked at $13.5M in Q2 2025. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

TwinBeech Capital reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 1,967 DaVita shares in Q1 2026, an estimated $223K.
TwinBeech Capital first reported a position in DaVita in Q4 2020 and held it in 7 quarters.
TwinBeech Capital's DaVita position peaked at $13.5M in Q2 2025.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.