Abound Wealth Management
PRVA icon

Abound Wealth Management’s Privia Health PRVA Stock Holding History

Abound Wealth Management’s Portfolio PRVA Stock Details PRVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$99 Hold
5
– – ﹤0.01% 1351
2026
Q2 		$129 Hold
5
– – ﹤0.01% 1229
2026
Q1 		$103 Hold
5
– – ﹤0.01% 1404
2025
Q4 		$119 Hold
5
– – ﹤0.01% 1354
2025
Q3 		$125 Hold
5
– – ﹤0.01% 1271
2025
Q2 		$115 Hold
5
– – ﹤0.01% 1220
2025
Q1 		$113 Sell
5
-5
-50% -$116 ﹤0.01% 1207
2024
Q4 		$196 Hold
10
– – ﹤0.01% 1078
2024
Q3 		$183 Sell
10
-1
-9% -$19 ﹤0.01% 1220
2024
Q2 		$192 Hold
11
– – ﹤0.01% 1113
2024
Q1 		$216 Hold
11
– – ﹤0.01% 1227
2023
Q4 		$254 Buy
+11
New +$246 ﹤0.01% 1229

Other funds holding PRVA

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Affiance Financial
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return
Summit Global Investments
Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund Tigard, Oregon $9.31B AUM 34.63% 1-Year Est. Return

Abound Wealth Management's PRVA Position: Q3 2026 in Review

Abound Wealth Management held its Privia Health (PRVA) position steady in Q3 2026 at 5 shares worth $99. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Abound Wealth Management first reported a position in PRVA in Q4 2023 and has held it in 12 quarters since. The position peaked at $254 in Q4 2023. 74 funds tracked by Wall St. Rank hold PRVA as of Q3 2026.

  • Abound Wealth Management held 5 shares of Privia Health worth $99 as of Q3 2026.
  • Abound Wealth Management left its Privia Health share count unchanged in Q3 2026.
  • Privia Health made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #1351 holding.
  • Abound Wealth Management first reported a position in Privia Health in Q4 2023 and has held it in 12 quarters since.
  • Abound Wealth Management's Privia Health position peaked at $254 in Q4 2023.
  • 74 funds tracked by Wall St. Rank held Privia Health as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.