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VCI Wealth Management’s DaVita DVA Stock Holding History

VCI Wealth 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
-7,699
Closed -$1.02M – 123
2025
Q3 		$1.02M Buy
7,699
+2,646
+52% +$363K 0.31% 76
2025
Q2 		$720K Buy
5,053
+801
+19% +$113K 0.25% 90
2025
Q1 		$650K Buy
+4,252
New +$668K 0.27% 87

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VCI Wealth Management's DVA Position: Q4 2025 in Review

VCI Wealth Management sold out of DaVita (DVA) in Q4 2025, closing a stake of 7,699 shares — an estimated $1.02M sold.

VCI Wealth Management first reported a position in DVA in Q1 2025 and held it in 3 quarters. The position peaked at $1.02M in Q3 2025. 531 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • VCI Wealth Management reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
  • VCI Wealth Management sold 7,699 DaVita shares in Q4 2025, an estimated $1.02M.
  • VCI Wealth Management first reported a position in DaVita in Q1 2025 and held it in 3 quarters.
  • VCI Wealth Management's DaVita position peaked at $1.02M in Q3 2025.
  • 531 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on VCI Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.