AWM
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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Abound Wealth Management's PRVA Position: Q2 2026 in Review

Abound Wealth Management held its Privia Health (PRVA) position steady in Q2 2026 at 5 shares worth $129. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Abound Wealth Management first reported a position in PRVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $254 in Q4 2023. 302 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Abound Wealth Management held 5 shares of Privia Health worth $129 as of Q2 2026.
  • Abound Wealth Management left its Privia Health share count unchanged in Q2 2026.
  • Privia Health made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1229 holding.
  • Abound Wealth Management first reported a position in Privia Health in Q4 2023 and has held it in 11 quarters since.
  • Abound Wealth Management's Privia Health position peaked at $254 in Q4 2023.
  • 302 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.