Sell DaVita (DVA) stock to fund a goal
Calculator · free · no signup · DVANeed cash for a goal? Plan the minimum-tax schedule to sell your vested DaVita (DVA) shares and net a target amount by a target date, across tax years.
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Inputs
Your equity
One stack per ticker (current-employer RSUs, prior-employer holdings, index fund, etc.). Each stack has its own current price, growth assumption, and cost-basis lots.
Drives chance-of-shortfall · default 30%
Lots
Plan
Estimates only. Not financial advice.
Lock-in-now is deterministic (0%). Plans that wait depend on future prices; risk is near-zero when inventory comfortably exceeds the goal. Volatility: each stack's option-implied vol if a ticker is set, otherwise 30%. Lognormal model; real markets have fatter tails.
| Tax | $109,654 | $111,723 | $111,788 | $118,699 |
| Wealth @ target | $718,258 | $716,076 | $713,344 | $710,913 |
| Chance of shortfall | <0.1% | 0% | 1.7% | 3.3% |
Feasible
$400,027 net by 08/01/27
Total tax: $109,654 (federal $58,856, state $36,063, NIIT $14,736)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/26/26 | 4,088 | $351,349 | $360,067 | |
| 03/31/27 | 4 | $359 | $360,430 | |
| 04/30/27 | 32 | $2,891 | $363,340 | |
| 05/31/27 | 100 | $9,088 | $372,468 | |
| 06/30/27 | 100 | $9,141 | $381,631 | |
| 07/31/27 | 100 | $9,196 | $390,828 | |
| 08/01/27 | 100 | $9,199 | $400,027 |
Risk vs wealth
Each dot is a possible plan. Right is riskier, up is more wealth left over.
Trajectory of cash netted
Solid line = expected. Shaded band = 10th–90th percentile under price uncertainty.
After the plan
You keep 3,476 shares worth $410,758 at the projected target-date price, invested for the next decision.
You solved for a cash target. The beta optimizes your full portfolio across multiple goals and market scenarios, not just one funding need.
Request beta access →Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator · RSU Sell-vs-Hold Calculator
About DaVita
DaVita (DVA) is a public Healthcare Services company, incorporated in Delaware and headquartered in Denver, CO.
Last close: $178.69 per share (as of 2026-10-03).
Equity grants at DaVita typically include restricted stock units (RSUs).
DaVita Inc. is an American health care company, incorporated in Delaware and headquartered in Denver, that provides kidney dialysis services through a network of 2,657 outpatient centers in the United States. DaVita serves 200,500 patients, and has 585 outpatient centers in 14 other countries serving 94,500 patients. The company primarily treats end-stage renal disease (ESRD), which requires patients to undergo kidney dialysis, often 3 times per week for the rest of their lives unless they receive a kidney transplant via organ donation.
Source: Wikipedia (CC BY-SA 4.0)
The company operates outpatient dialysis clinics across the United States, treating patients with kidney failure who require several sessions a week indefinitely. Revenue mixes government reimbursement, which covers most patients and pays near cost, with commercial insurance, which pays multiples of that rate, so profitability turns on the commercial share more than on treatment volume. Clinic economics reward density because staffing and equipment are fixed. Regulatory and reimbursement policy changes are the dominant risk to earnings. Headquarters are in Denver.
Sources: sec.gov · en.wikipedia.org
Equity comp at DaVita
- DaVita's RSU award agreements use a modified double-trigger structure. RSUs vest immediately only if, in a change in control, the acquirer does not effectively assume, convert, or replace the award. If the award is assumed by the acquirer, full vesting instead requires a second trigger: termination of employment without cause, or resignation for good reason, within 24 months after the change in control. This structure has been consistent across DaVita's form RSU award agreements from at least 2011 through 2025.
- RSUs use double-trigger vesting. Two things must both happen before the shares are yours: (1) the normal time-based vesting completes, and (2) the company has a liquidity event (an IPO or an acquisition). Until both happen, you do not yet own the shares and you do not owe tax on them.
Researched 2026-08-21.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by DaVita.
If you hold vested DaVita (DVA) shares and need a set amount of cash by a date (a house down payment, tuition, a sabbatical, a business buy-in), the question is which lots to sell and in which tax years to keep the most after tax. This calculator builds the minimum-tax sell schedule across your lots, accounting for federal long-term capital gains, the net investment income tax, and your state.
Example: a 5,000-share DVA position at $178.69 is worth $893,450. Say you need $150,000 of it for a house down payment by next spring. Selling enough shares all in one tax year can push the gain into the higher long-term capital-gains bracket and trigger the 3.8% net investment income tax; spreading the sale across two tax years often nets more. The calculator above finds the minimum-tax sell schedule across your specific lots, basis, goal, and date.
All DaVita tools → · Use the generic Stock Sale Funding Calculator for any company.
DaVita equity questions
- How much DVA stock do I sell to fund a goal without overpaying tax?
- It depends on your cost basis, your target amount and date, and how the sale spreads across tax years. Selling vested DVA shares triggers long-term capital-gains tax, plus the 3.8% net investment income tax and state tax above certain income, and bunching a large sale into one year can push the gain into a higher bracket. The calculator above builds the minimum-tax sell schedule across your lots to net your target amount by your date.
- Does DaVita grant ISOs, NSOs, or RSUs?
- Equity compensation at DaVita typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do DaVita RSUs use double-trigger vesting?
- Yes. DaVita restricted stock units (RSUs) vest only when two things both happen: the time-based schedule completes, and the company has a liquidity event such as an initial public offering (IPO) or an acquisition. Until both occur you do not own the shares and owe no tax on them.
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