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Wealthspire Advisors (New York)’s DaVita DVA Stock Holding History

Wealthspire Advisors (New York)’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
-147
Closed -$19.5K – 1524
2025
Q3 		$19.5K Buy
+147
New +$20.2K ﹤0.01% 1696
2019
Q1 		– Sell
-36
Closed -$2K – 249
2018
Q4 		$2K Buy
+36
New +$2.31K ﹤0.01% 743

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s DVA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of DaVita (DVA) in Q4 2025, closing a stake of 147 shares — an estimated $19.5K sold.

Wealthspire Advisors (New York) first reported a position in DVA in Q4 2018 and held it in 2 quarters. The position peaked at $19.5K in Q3 2025. 533 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 147 DaVita shares in Q4 2025, an estimated $19.5K.
  • Wealthspire Advisors (New York) first reported a position in DaVita in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s DaVita position peaked at $19.5K in Q3 2025.
  • 533 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.