VIA
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Virtus Investment Advisers’s DaVita DVA Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-1,058
Closed -$158K – 533
2024
Q4 		$158K Sell
1,058
-695
-40% -$109K 0.12% 219
2024
Q3 		$287K Sell
1,753
-628
-26% -$92.8K 0.23% 143
2024
Q2 		$330K Sell
2,381
-943
-28% -$130K 0.28% 112
2024
Q1 		$459K Sell
3,324
-285
-8% -$34.2K 0.33% 97
2023
Q4 		$378K Buy
3,609
+660
+22% +$61K 0.28% 112
2023
Q3 		$279K Sell
2,949
-344
-10% -$35.1K 0.19% 134
2023
Q2 		$331K Buy
+3,293
New +$306K 0.22% 122
2018
Q1 		– Sell
-639
Closed -$46K – 130
2017
Q4 		$46K Sell
639
-48
-7% -$2.95K 0.01% 498
2017
Q3 		$41K Sell
687
-76
-10% -$4.57K ﹤0.01% 496
2017
Q2 		$49K Buy
763
+16
+2% +$1.06K ﹤0.01% 497
2017
Q1 		$51K Buy
+747
New +$49.5K ﹤0.01% 466
2016
Q4 		– Sell
-3,518
Closed -$232K – 488
2016
Q3 		$232K Buy
+3,518
New +$248K 0.01% 430

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Virtus Investment Advisers's DVA Position: Q1 2025 in Review

Virtus Investment Advisers sold out of DaVita (DVA) in Q1 2025, closing a stake of 1,058 shares — an estimated $158K sold.

Virtus Investment Advisers first reported a position in DVA in Q3 2016 and held it in 12 quarters. The position peaked at $459K in Q1 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

  • Virtus Investment Advisers reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 1,058 DaVita shares in Q1 2025, an estimated $158K.
  • Virtus Investment Advisers first reported a position in DaVita in Q3 2016 and held it in 12 quarters.
  • Virtus Investment Advisers's DaVita position peaked at $459K in Q1 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.