Cerity Partners’s Privia Health PRVA Stock Holding History

Cerity Partners’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	$603K	Buy	23,424 +837	+4%	+$19.4K	﹤0.01%	2317
2026 Q1	$465K	Sell	22,587 -3,837	-15%	-$86.5K	﹤0.01%	2342
2025 Q4	$627K	Buy	26,424 +1,514	+6%	+$36.9K	﹤0.01%	1966
2025 Q3	$620K	Sell	24,910 -1,295	-5%	-$27.9K	﹤0.01%	1850
2025 Q2	$603K	Buy	26,205 +384	+1%	+$8.89K	﹤0.01%	1769
2025 Q1	$580K	Buy	25,821 +14,195	+122%	+$330K	﹤0.01%	1679
2024 Q4	$213K	Sell	11,626 -2,095	-15%	-$41.5K	﹤0.01%	2211
2024 Q3	$250K	Buy	+13,721	New	+$262K	﹤0.01%	2188
2024 Q2	–	Sell	-15,229	Closed	-$298K	–	2375
2024 Q1	$298K	Buy	+15,229	New	+$322K	﹤0.01%	1871

Other funds holding PRVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cerity Partners's PRVA Position: Q2 2026 in Review

Cerity Partners increased its Privia Health (PRVA) stake by 3.7% in Q2 2026, buying an estimated $19.4K and bringing the position to 23,424 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

Cerity Partners first reported a position in PRVA in Q1 2024 and has held it in 9 quarters since. The position peaked at $627K in Q4 2025. 281 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

Cerity Partners held 23,424 shares of Privia Health worth $603K as of Q2 2026.
Cerity Partners bought 837 Privia Health shares in Q2 2026, an estimated $19.4K.
Privia Health made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2317 holding.
Cerity Partners first reported a position in Privia Health in Q1 2024 and has held it in 9 quarters since.
Cerity Partners's Privia Health position peaked at $627K in Q4 2025.
281 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.