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 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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return