Corient Private Wealth
PRVA icon

Corient Private Wealth’s Privia Health PRVA Stock Holding History

Corient Private Wealth’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 		$561K Sell
21,792
-192
-0.9% -$4.45K ﹤0.01% 2143
2026
Q1 		$452K Sell
21,984
-2,083
-9% -$47K ﹤0.01% 2087
2025
Q4 		$571K Sell
24,067
-4,261
-15% -$104K ﹤0.01% 1803
2025
Q3 		$705K Sell
28,328
-10,376
-27% -$223K ﹤0.01% 1608
2025
Q2 		$890K Sell
38,704
-37,342
-49% -$865K ﹤0.01% 1418
2025
Q1 		$1.71M Buy
76,046
+7,225
+10% +$168K ﹤0.01% 1030
2024
Q4 		$1.35M Buy
+68,821
New +$1.36M ﹤0.01% 1177
2023
Q4 		– Sell
-9,977
Closed -$229K – 2328
2023
Q3 		$229K Sell
9,977
-655
-6% -$16.7K ﹤0.01% 1853
2023
Q2 		$278K Sell
10,632
-68
-0.6% -$1.8K ﹤0.01% 1736
2023
Q1 		$295K Sell
10,700
-475
-4% -$12.5K ﹤0.01% 1615
2022
Q4 		$254K Buy
+11,175
New +$311K ﹤0.01% 1399

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

Corient Private Wealth's PRVA Position: Q2 2026 in Review

Corient Private Wealth reduced its Privia Health (PRVA) stake by 0.87% in Q2 2026, selling an estimated $4.45K and leaving 21,792 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Corient Private Wealth first reported a position in PRVA in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.71M in Q1 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Corient Private Wealth held 21,792 shares of Privia Health worth $561K as of Q2 2026.
  • Corient Private Wealth sold 192 Privia Health shares in Q2 2026, an estimated $4.45K.
  • Privia Health made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2143 holding.
  • Corient Private Wealth first reported a position in Privia Health in Q4 2022 and has held it in 11 quarters since.
  • Corient Private Wealth's Privia Health position peaked at $1.71M in Q1 2025.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.