UBS AM
DVA icon

UBS AM’s DaVita DVA Stock Holding History

UBS AM’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 		$23.3M Buy
151,313
+19,048
+14% +$2.58M ﹤0.01% 829
2025
Q4 		$15M Sell
132,265
-202,100
-60% -$24.6M ﹤0.01% 963
2025
Q3 		$44.4M Sell
334,365
-91,788
-22% -$12.6M 0.01% 621
2025
Q2 		$60.7M Sell
426,153
-22,138
-5% -$3.14M 0.01% 643
2025
Q1 		$68.6M Sell
448,291
-17,755
-4% -$2.79M 0.02% 621
2024
Q4 		$69.7M Buy
466,046
+57,386
+14% +$9M 0.02% 593
2024
Q3 		$67M Sell
408,660
-10,868
-3% -$1.61M 0.02% 610
2024
Q2 		$58.1M Buy
419,528
+118,580
+39% +$16.3M 0.02% 581
2024
Q1 		$41.5M Sell
300,948
-5,997
-2% -$719K 0.01% 639
2023
Q4 		$32.2M Buy
306,945
+5,920
+2% +$547K 0.01% 680
2023
Q3 		$28.5M Buy
301,025
+3,669
+1% +$374K 0.01% 687
2023
Q2 		$24.1M Hold
297,356
– – 0.01% 729
2023
Q1 		$24.1M Sell
297,356
-13,734
-4% -$1.1M 0.01% 729
2022
Q4 		$23.2M Sell
311,090
-6,994
-2% -$543K 0.01% 717
2022
Q3 		$26.3M Sell
318,084
-22,889
-7% -$2.01M 0.01% 697
2022
Q2 		$27.3M Sell
340,973
-29,749
-8% -$3.01M 0.01% 667
2022
Q1 		$41.9M Sell
370,722
-104,408
-22% -$11.7M 0.02% 656
2021
Q4 		$54.1M Sell
475,130
-104,964
-18% -$11.3M 0.02% 636
2021
Q3 		$67.4M Sell
580,094
-13,829
-2% -$1.73M 0.03% 553
2021
Q2 		$71.5M Buy
593,923
+66,702
+13% +$7.89M 0.03% 535
2021
Q1 		$56.8M Sell
527,221
-62,223
-11% -$6.91M 0.03% 589
2020
Q4 		$69.2M Sell
589,444
-4,677
-0.8% -$476K 0.03% 497
2020
Q3 		$50.9M Sell
594,121
-47,585
-7% -$4.07M 0.03% 522
2020
Q2 		$50.8M Buy
641,706
+167,333
+35% +$13.1M 0.03% 477
2020
Q1 		$36.1M Buy
474,373
+64,472
+16% +$5.07M 0.03% 544
2019
Q4 		$30.8M Buy
409,901
+3,518
+0.9% +$233K 0.02% 662
2019
Q3 		$23.2M Sell
406,383
-22,841
-5% -$1.33M 0.02% 727
2019
Q2 		$24.1M Sell
429,224
-38,336
-8% -$1.99M 0.02% 716
2019
Q1 		$25.4M Sell
467,560
-1,837
-0.4% -$102K 0.02% 685
2018
Q4 		$24.2M Sell
469,397
-8,998
-2% -$576K 0.02% 658
2018
Q3 		$34.3M Sell
478,395
-34,366
-7% -$2.43M 0.03% 615
2018
Q2 		$35.6M Sell
512,761
-48,533
-9% -$3.24M 0.03% 616
2018
Q1 		$37M Buy
561,294
+86,670
+18% +$6.37M 0.03% 593
2017
Q4 		$34.3M Sell
474,624
-5,154
-1% -$317K 0.03% 582
2017
Q3 		$28.5M Buy
479,778
+10,613
+2% +$639K 0.03% 637
2017
Q2 		$30.4M Sell
469,165
-226,414
-33% -$15M 0.03% 583
2017
Q1 		$47.3M Buy
695,579
+35,542
+5% +$2.35M 0.05% 415
2016
Q4 		$42.4M Sell
660,037
-136,930
-17% -$8.53M 0.05% 428
2016
Q3 		$52.7M Sell
796,967
-136,015
-15% -$9.58M 0.06% 352
2016
Q2 		$72.1M Buy
932,982
+33,144
+4% +$2.5M 0.08% 264
2016
Q1 		$66M Buy
899,838
+186,709
+26% +$12.6M 0.08% 281
2015
Q4 		$49.7M Buy
713,129
+100,907
+16% +$7.39M 0.06% 357
2015
Q3 		$44.3M Sell
612,222
-62,652
-9% -$4.86M 0.05% 410
2015
Q2 		$53.6M Sell
674,874
-7,890
-1% -$648K 0.05% 395
2015
Q1 		$55.5M Sell
682,764
-37,259
-5% -$2.86M 0.05% 394
2014
Q4 		$54.5M Buy
720,023
+10,878
+2% +$819K 0.05% 386
2014
Q3 		$51.9M Sell
709,145
-37,538
-5% -$2.75M 0.05% 387
2014
Q2 		$54M Buy
746,683
+101,259
+16% +$7.04M 0.05% 373
2014
Q1 		$44.4M Buy
645,424
+24,952
+4% +$1.66M 0.05% 412
2013
Q4 		$39.3M Buy
620,472
+6,879
+1% +$404K 0.05% 417
2013
Q3 		$34.9M Buy
613,593
+1,347
+0.2% +$77.2K 0.04% 429
2013
Q2 		$37M Buy
+612,246
New +$38.2M 0.05% 395

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM's DVA Position: Q1 2026 in Review

UBS AM increased its DaVita (DVA) stake by 14% in Q1 2026, buying an estimated $2.58M and bringing the position to 151,313 shares worth $23.3M. The position accounts for ﹤0.01% of the portfolio, ranked #829.

UBS AM first reported a position in DVA in Q2 2013 and has held it in 52 quarters since. The position peaked at $72.1M in Q2 2016. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • UBS AM held 151,313 shares of DaVita worth $23.3M as of Q1 2026.
  • UBS AM bought 19,048 DaVita shares in Q1 2026, an estimated $2.58M.
  • DaVita made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #829 holding.
  • UBS AM first reported a position in DaVita in Q2 2013 and has held it in 52 quarters since.
  • UBS AM's DaVita position peaked at $72.1M in Q2 2016.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.