AAS
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Avantax Advisory Services’s Privia Health PRVA Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$343K Sell
14,919
-120
-0.8% -$2.78K ﹤0.01% 1816
2025
Q1 		$338K Buy
15,039
+2,474
+20% +$57.5K ﹤0.01% 1753
2024
Q4 		$246K Sell
12,565
-1,464
-10% -$29K ﹤0.01% 1924
2024
Q3 		$255K Sell
14,029
-688
-5% -$13.1K ﹤0.01% 1871
2024
Q2 		$256K Buy
+14,717
New +$261K ﹤0.01% 1804

Other funds holding PRVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Advisory Services's PRVA Position: Q2 2025 in Review

Avantax Advisory Services reduced its Privia Health (PRVA) stake by 0.8% in Q2 2025, selling an estimated $2.78K and leaving 14,919 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Avantax Advisory Services first reported a position in PRVA in Q2 2024 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold PRVA as of Q2 2025.

  • Avantax Advisory Services held 14,919 shares of Privia Health worth $343K as of Q2 2025.
  • Avantax Advisory Services sold 120 Privia Health shares in Q2 2025, an estimated $2.78K.
  • Privia Health made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1816 holding.
  • Avantax Advisory Services first reported a position in Privia Health in Q2 2024 and has held it in 5 quarters since.
  • 280 funds tracked by Wall St. Rank held Privia Health as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.