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
Q1 		$452K Sell
21,984
-26,150
-54% -$589K ﹤0.01% 2087
2025
Q4 		$1.14M Buy
48,134
+19,806
+70% +$482K ﹤0.01% 1818
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 – 2330
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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 $544B AUM 28.31% 1-Year Est. Return