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DaVita shares owned by Secure Asset Management

Quarter-by-quarter ownership of DaVita (DVA) shares owned by Secure Asset Management from 13F filings

Historical chart of Secure Asset Management investment in DaVita

Tip: Access up to 7 years of quarterly data

All positions including DaVita held by Secure Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DaVita by Secure Asset Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $207k 1.4k 152.97
2024-12-31 $208k 1.4k 149.55

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Ishares Tr Core S&p500 Etf (IVV)
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Costco Wholesale Corporation (COST)

View all positions for Secure Asset Management

Top funds holding DaVita

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Invesco
Gates Capital Management
Dimensional Fund Advisors
Geode Capital Management
LSV Asset Management
Citadel Advisors
UBS Group
Northern Trust
Arrowstreet Capital, Limited Partnership
Susquehanna International
Millennium Management

View all funds holding DaVita