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Clearstead Trust’s Privia Health PRVA Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-60
Closed -$1.49K – 1409
2025
Q3 		$1.49K Hold
60
– – ﹤0.01% 1088
2025
Q2 		$1.38K Buy
+60
New +$1.39K ﹤0.01% 1056

Other funds holding PRVA

BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's PRVA Position: Q4 2025 in Review

Clearstead Trust sold out of Privia Health (PRVA) in Q4 2025, closing a stake of 60 shares — an estimated $1.49K sold.

Clearstead Trust first reported a position in PRVA in Q2 2025 and held it in 2 quarters. The position peaked at $1.49K in Q3 2025. 276 funds tracked by Wall St. Rank hold PRVA as of Q4 2025.

  • Clearstead Trust reported no remaining Privia Health position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 60 Privia Health shares in Q4 2025, an estimated $1.49K.
  • Clearstead Trust first reported a position in Privia Health in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Privia Health position peaked at $1.49K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Privia Health as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.