DVA — DAVITA INC

Ownership history in KWB Wealth  ·  5 quarters on record

This page tracks every 13F SEC filing in which KWB Wealth reported a position in DAVITA INC (DVA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2024 Q4)
Avg. % of fund
0.04%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,858 -295 -13.7% 0.03% $265K $132.87
2025 Q2 ADDED 2,153 +42 +2.0% 0.04% $329K $142.45
2025 Q1 ADDED 2,111 +43 +2.1% 0.04% $316K $152.97
2024 Q4 ADDED 2,068 +9 +0.4% 0.04% $339K $149.55
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DVA price (monthly, adj. close)

Other funds also holding DVA

As of 2025 Q4 — sorted by position size

Doma Perpetual Capital Management LLC 9.68% ROVIN CAPITAL /UT/ /ADV 3Y 3.64% Gates Capital Management, Inc. 3Y 7Y 3.52% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 2.18% Te Ahumairangi Investment Management Ltd 3Y 1.61% Stolper Co 3Y 1.42% BERKSHIRE HATHAWAY INC 3Y 7Y 1.32% Inlet Private Wealth, LLC 3Y 7Y 1.06% Promethos Capital, LLC 0.95% Mountain Lake Investment Management LLC 3Y 7Y 0.74%
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