Wellington Management Group’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $365K | Sell |
2,372
-342
| -13% | -$46.4K | ﹤0.01% | 1804 |
|
|
2025
Q4 | $308K | Sell |
2,714
-6,097
| -69% | -$741K | ﹤0.01% | 1859 |
|
|
2025
Q3 | $1.17M | Buy |
8,811
+250
| +3% | +$34.3K | ﹤0.01% | 1746 |
|
|
2025
Q2 | $1.22M | Buy |
8,561
+213
| +3% | +$30.2K | ﹤0.01% | 1685 |
|
|
2025
Q1 | $1.28M | Buy |
8,348
+5,637
| +208% | +$886K | ﹤0.01% | 1650 |
|
|
2024
Q4 | $405K | Buy |
2,711
+227
| +9% | +$35.6K | ﹤0.01% | 1853 |
|
|
2024
Q3 | $407K | Sell |
2,484
-390
| -14% | -$57.6K | ﹤0.01% | 1841 |
|
|
2024
Q2 | $398K | Buy |
2,874
+219
| +8% | +$30.2K | ﹤0.01% | 1798 |
|
|
2024
Q1 | $367K | Sell |
2,655
-201
| -7% | -$24.1K | ﹤0.01% | 1836 |
|
|
2023
Q4 | $299K | Buy |
+2,856
| New | +$264K | ﹤0.01% | 1762 |
|
|
2023
Q2 | – | Sell |
-10,437
| Closed | -$847K | – | 1857 |
|
|
2023
Q1 | $847K | Buy |
+10,437
| New | +$836K | ﹤0.01% | 1700 |
|
|
2022
Q3 | – | Sell |
-2,930
| Closed | -$234K | – | 2052 |
|
|
2022
Q2 | $234K | Hold |
2,930
| – | – | ﹤0.01% | 1992 |
|
|
2022
Q1 | $331K | Hold |
2,930
| – | – | ﹤0.01% | 1997 |
|
|
2021
Q4 | $333K | Hold |
2,930
| – | – | ﹤0.01% | 2057 |
|
|
2021
Q3 | $341K | Sell |
2,930
-5,909
| -67% | -$740K | ﹤0.01% | 2015 |
|
|
2021
Q2 | $1.06M | Sell |
8,839
-7,712
| -47% | -$913K | ﹤0.01% | 1778 |
|
|
2021
Q1 | $1.78M | Sell |
16,551
-650
| -4% | -$72.2K | ﹤0.01% | 1650 |
|
|
2020
Q4 | $2.02M | Buy |
17,201
+1,421
| +9% | +$145K | ﹤0.01% | 1494 |
|
|
2020
Q3 | $1.35M | Sell |
15,780
-5,404
| -26% | -$462K | ﹤0.01% | 1487 |
|
|
2020
Q2 | $1.68M | Sell |
21,184
-23,990
| -53% | -$1.87M | ﹤0.01% | 1380 |
|
|
2020
Q1 | $3.44M | Sell |
45,174
-34,915
| -44% | -$2.74M | ﹤0.01% | 1272 |
|
|
2019
Q4 | $6.01M | Buy |
+80,089
| New | +$5.31M | ﹤0.01% | 1292 |
|
|
2018
Q3 | – | Sell |
-4,181
| Closed | -$290K | – | 2231 |
|
|
2018
Q2 | $290K | Sell |
4,181
-60,418
| -94% | -$4.04M | ﹤0.01% | 2139 |
|
|
2018
Q1 | $4.26M | Buy |
+64,599
| New | +$4.74M | ﹤0.01% | 1538 |
|
|
2017
Q4 | – | Sell |
-63,722
| Closed | -$3.78M | – | 2234 |
|
|
2017
Q3 | $3.78M | Buy |
+63,722
| New | +$3.84M | ﹤0.01% | 1555 |
|
|
2013
Q3 | – | Sell |
-83,812
| Closed | -$5.06M | – | 2185 |
|
|
2013
Q2 | $5.06M | Buy |
+83,812
| New | +$5.23M | ﹤0.01% | 1417 |
|
Other funds holding DVA
VCM
VPM
Wellington Management Group's DVA Position: Q1 2026 in Review
Wellington Management Group reduced its DaVita (DVA) stake by 13% in Q1 2026, selling an estimated $46.4K and leaving 2,372 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.
Wellington Management Group first reported a position in DVA in Q2 2013 and has held it in 26 quarters since. The position peaked at $6.01M in Q4 2019. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.
- Wellington Management Group held 2,372 shares of DaVita worth $365K as of Q1 2026.
- Wellington Management Group sold 342 DaVita shares in Q1 2026, an estimated $46.4K.
- DaVita made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1804 holding.
- Wellington Management Group first reported a position in DaVita in Q2 2013 and has held it in 26 quarters since.
- Wellington Management Group's DaVita position peaked at $6.01M in Q4 2019.
- 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.