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Wealth Quarterback’s DaVita DVA Stock Holding History

Wealth Quarterback’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
-2,867
Closed -$381K – 154
2025
Q3 		$381K Sell
2,867
-2,434
-46% -$334K 0.15% 109
2025
Q2 		$755K Buy
5,301
+298
+6% +$42.2K 0.36% 63
2025
Q1 		$765K Buy
+5,003
New +$786K 0.43% 56
2021
Q3 		$4K Hold
29
– – ﹤0.01% 613
2021
Q2 		$4K Buy
+29
New +$3.43K ﹤0.01% 635

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

Wealth Quarterback's DVA Position: Q4 2025 in Review

Wealth Quarterback sold out of DaVita (DVA) in Q4 2025, closing a stake of 2,867 shares — an estimated $381K sold.

Wealth Quarterback first reported a position in DVA in Q2 2021 and held it in 5 quarters. The position peaked at $765K in Q1 2025. 531 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • Wealth Quarterback reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
  • Wealth Quarterback sold 2,867 DaVita shares in Q4 2025, an estimated $381K.
  • Wealth Quarterback first reported a position in DaVita in Q2 2021 and held it in 5 quarters.
  • Wealth Quarterback's DaVita position peaked at $765K in Q1 2025.
  • 531 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Wealth Quarterback's 13F filing for Q4 2025, filed 15 Jan 2026.