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Baker Avenue Asset Management’s Privia Health PRVA Stock Holding History

Baker Avenue Asset 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 		$1.4M Sell
54,290
-7,409
-12% -$172K 0.03% 253
2026
Q1 		$1.27M Buy
+61,699
New +$1.39M 0.03% 253

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

Baker Avenue Asset Management's PRVA Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its Privia Health (PRVA) stake by 12% in Q2 2026, selling an estimated $172K and leaving 54,290 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #253.

Baker Avenue Asset Management first reported a position in PRVA in Q1 2026 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Baker Avenue Asset Management held 54,290 shares of Privia Health worth $1.4M as of Q2 2026.
  • Baker Avenue Asset Management sold 7,409 Privia Health shares in Q2 2026, an estimated $172K.
  • Privia Health made up 0.03% of Baker Avenue Asset Management's portfolio in Q2 2026, its #253 holding.
  • Baker Avenue Asset Management first reported a position in Privia Health in Q1 2026 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.