Carson Wealth (CWM LLC)
PRVA icon

Carson Wealth (CWM LLC)’s Privia Health PRVA Stock Holding History

Carson Wealth (CWM LLC)’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 		$251K Buy
12,187
+5,380
+79% +$121K ﹤0.01% 2535
2025
Q4 		$161K Buy
6,807
+173
+3% +$4.21K ﹤0.01% 2734
2025
Q3 		$165K Buy
6,634
+3,218
+94% +$69.3K ﹤0.01% 2592
2025
Q2 		$79K Buy
3,416
+1,612
+89% +$37.3K ﹤0.01% 2915
2025
Q1 		$40K Buy
1,804
+604
+50% +$14K ﹤0.01% 3173
2024
Q4 		$23K Buy
1,200
+608
+103% +$12K ﹤0.01% 3350
2024
Q3 		$11K Buy
592
+123
+26% +$2.35K ﹤0.01% 3748
2024
Q2 		$8K Buy
469
+260
+124% +$4.61K ﹤0.01% 3678
2024
Q1 		$4K Buy
209
+33
+19% +$697 ﹤0.01% 3778
2023
Q4 		$4K Sell
176
-29
-14% -$649 ﹤0.01% 3622
2023
Q3 		$5K Sell
205
-56
-21% -$1.42K ﹤0.01% 3483
2023
Q2 		$7K Buy
261
+221
+553% +$5.84K ﹤0.01% 3295
2023
Q1 		$1K Hold
40
– – ﹤0.01% 3899
2022
Q4 		$1K Sell
40
-10
-20% -$278 ﹤0.01% 3816
2022
Q3 		$2K Hold
50
– – ﹤0.01% 3521
2022
Q2 		$1K Buy
+50
New +$1.27K ﹤0.01% 3606
2022
Q1 		– Sell
-5
Closed – – 3803
2021
Q4 		$0 Buy
+5
New +$125 ﹤0.01% 3617

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
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 $609B AUM 40.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PRVA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Privia Health (PRVA) stake by 79% in Q1 2026, buying an estimated $121K and bringing the position to 12,187 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

Carson Wealth (CWM LLC) first reported a position in PRVA in Q4 2021 and has held it in 17 quarters since. 293 funds tracked by Wall St. Rank hold PRVA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,187 shares of Privia Health worth $251K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,380 Privia Health shares in Q1 2026, an estimated $121K.
  • Privia Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2535 holding.
  • Carson Wealth (CWM LLC) first reported a position in Privia Health in Q4 2021 and has held it in 17 quarters since.
  • 293 funds tracked by Wall St. Rank held Privia Health as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.