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Atria Investments’s Privia Health PRVA Stock Holding History

Atria Investments’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
Q1 		$320K Sell
15,534
-4,287
-22% -$96.6K ﹤0.01% 1719
2025
Q4 		$470K Buy
19,821
+2,159
+12% +$52.6K 0.01% 1490
2025
Q3 		$440K Buy
17,662
+386
+2% +$8.31K 0.01% 1495
2025
Q2 		$397K Buy
17,276
+1,033
+6% +$23.9K ﹤0.01% 1547
2025
Q1 		$365K Buy
16,243
+2,229
+16% +$51.8K ﹤0.01% 1510
2024
Q4 		$274K Buy
14,014
+1,494
+12% +$29.6K ﹤0.01% 1637
2024
Q3 		$228K Buy
12,520
+490
+4% +$9.35K ﹤0.01% 1761
2024
Q2 		$209K Buy
+12,030
New +$213K ﹤0.01% 1801

Other funds holding PRVA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return