Vontobel Holding
DVA icon

Vontobel Holding’s DaVita DVA Stock Holding History

Vontobel Holding’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
-1,920
Closed -$218K – 1283
2025
Q4 		$218K Buy
1,920
+200
+12% +$24.3K ﹤0.01% 1283
2025
Q3 		$229K Sell
1,720
-84
-5% -$11.5K ﹤0.01% 1191
2025
Q2 		$257K Sell
1,804
-660
-27% -$93.5K ﹤0.01% 1097
2025
Q1 		$377K Buy
2,464
+372
+18% +$58.4K ﹤0.01% 862
2024
Q4 		$313K Sell
2,092
-151
-7% -$23.7K ﹤0.01% 909
2024
Q3 		$368K Buy
2,243
+329
+17% +$48.6K ﹤0.01% 869
2024
Q2 		$265K Sell
1,914
-441
-19% -$60.8K ﹤0.01% 925
2024
Q1 		$325K Sell
2,355
-416
-15% -$49.9K ﹤0.01% 886
2023
Q4 		$290K Hold
2,771
– – ﹤0.01% 935
2023
Q3 		$262K Hold
2,771
– – ﹤0.01% 933
2023
Q2 		$278K Buy
2,771
+165
+6% +$15.3K ﹤0.01% 939
2023
Q1 		$211K Sell
2,606
-2,492
-49% -$200K ﹤0.01% 971
2022
Q4 		$371K Buy
+5,098
New +$396K ﹤0.01% 838
2022
Q2 		– Sell
-1,933
Closed -$221K – 1049
2022
Q1 		$221K Buy
1,933
+93
+5% +$10.4K ﹤0.01% 978
2021
Q4 		$209K Sell
1,840
-241
-12% -$25.9K ﹤0.01% 998
2021
Q3 		$241K Buy
2,081
+241
+13% +$30.2K ﹤0.01% 994
2021
Q2 		$222K Buy
+1,840
New +$218K ﹤0.01% 1010
2021
Q1 		– Sell
-2,077
Closed -$229K – 1023
2020
Q4 		$229K Buy
+2,077
New +$212K ﹤0.01% 869

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Vontobel Holding's DVA Position: Q1 2026 in Review

Vontobel Holding sold out of DaVita (DVA) in Q1 2026, closing a stake of 1,920 shares — an estimated $218K sold.

Vontobel Holding first reported a position in DVA in Q4 2020 and held it in 18 quarters. The position peaked at $377K in Q1 2025. 583 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Vontobel Holding reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
  • Vontobel Holding sold 1,920 DaVita shares in Q1 2026, an estimated $218K.
  • Vontobel Holding first reported a position in DaVita in Q4 2020 and held it in 18 quarters.
  • Vontobel Holding's DaVita position peaked at $377K in Q1 2025.
  • 583 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.