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Clearstead Advisors’s Privia Health PRVA Stock Holding History

Clearstead Advisors’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 		$464 Buy
+18
New +$417 ﹤0.01% 2946
2025
Q4 		– Sell
-19
Closed -$474 – 3150
2025
Q3 		$474 Buy
+19
New +$409 ﹤0.01% 2741

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

Clearstead Advisors's PRVA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Privia Health (PRVA) in Q2 2026: 18 shares worth $464. The stake represents ﹤0.01% of the portfolio and ranks #2946 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PRVA as recently as Q3 2025.

Clearstead Advisors first reported a position in PRVA in Q3 2025 and has held it in 2 quarters since. The position peaked at $474 in Q3 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Clearstead Advisors held 18 shares of Privia Health worth $464 as of Q2 2026.
  • Privia Health was a new Clearstead Advisors position in Q2 2026.
  • Privia Health made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2946 holding.
  • Clearstead Advisors first reported a position in Privia Health in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Privia Health position peaked at $474 in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.