UBS Group
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UBS Group’s DaVita DVA Stock Holding History

UBS Group’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
Q2 		$20.8M Sell
93,700
-9,900
-10% -$1.8M ﹤0.01% 2638
2026
Q1 		$15.9M Sell
103,600
-28,300
-21% -$3.84M ﹤0.01% 2840
2025
Q4 		$15M Buy
131,900
+3,300
+3% +$401K ﹤0.01% 2879
2025
Q3 		$17.1M Buy
128,600
+35,000
+37% +$4.81M ﹤0.01% 2737
2025
Q2 		$13.3M Buy
93,600
+40,800
+77% +$5.78M ﹤0.01% 2801
2025
Q1 		$8.08M Sell
52,800
-11,100
-17% -$1.74M ﹤0.01% 3277
2024
Q4 		$9.56M Buy
+63,900
New +$10M ﹤0.01% 3108
2024
Q2 		– Sell
-42,500
Closed -$5.87M – 9639
2024
Q1 		$5.87M Buy
+42,500
New +$5.1M ﹤0.01% 2793
2023
Q4 		– Sell
-369,600
Closed -$34.9M – 9423
2023
Q3 		$34.9M Buy
369,600
+320,100
+647% +$32.7M 0.01% 1068
2023
Q2 		$4.97M Sell
49,500
-86,900
-64% -$8.06M ﹤0.01% 2599
2023
Q1 		$11.1M Buy
136,400
+135,900
+27,180% +$10.9M ﹤0.01% 1815
2022
Q4 		$37.3K Sell
500
-178,800
-100% -$13.9M ﹤0.01% 7030
2022
Q3 		$14.8M Sell
179,300
-62,600
-26% -$5.49M 0.01% 1477
2022
Q2 		$19.3M Buy
241,900
+144,000
+147% +$14.6M 0.01% 1331
2022
Q1 		$11.1M Sell
97,900
-4,100
-4% -$460K ﹤0.01% 1866
2021
Q4 		$11.6M Buy
102,000
+45,100
+79% +$4.85M ﹤0.01% 2012
2021
Q3 		$6.62M Buy
+56,900
New +$7.13M ﹤0.01% 2388
2016
Q1 		– Sell
-300
Closed -$21K – 7738
2015
Q4 		$21K Hold
300
– – ﹤0.01% 6706
2015
Q3 		$22K Hold
300
– – ﹤0.01% 6605
2015
Q2 		$24K Hold
300
– – ﹤0.01% 6700
2015
Q1 		$24K Sell
300
-1,800
-86% -$138K ﹤0.01% 6786
2014
Q4 		$159K Buy
+2,100
New +$158K ﹤0.01% 5255

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group's DVA Position: Q2 2026 in Review

UBS Group reduced its DaVita (DVA) stake by 53% in Q2 2026, selling an estimated $62.8M and leaving 305,199 shares worth $67.9M. The position accounts for 0.01% of the portfolio, ranked #1460.

UBS Group first reported a position in DVA in Q4 2014 and has held it in 47 quarters since. The position peaked at $113M in Q4 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • UBS Group held 305,199 shares of DaVita worth $67.9M as of Q2 2026.
  • UBS Group sold 345,349 DaVita shares in Q2 2026, an estimated $62.8M.
  • DaVita made up 0.01% of UBS Group's portfolio in Q2 2026, its #1460 holding.
  • UBS Group first reported a position in DaVita in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's DaVita position peaked at $113M in Q4 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.