CPG
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Cornerstone Planning Group’s Privia Health PRVA Stock Holding History

Cornerstone Planning Group’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 		$5.59K Hold
230
– – ﹤0.01% 1062
2025
Q4 		$5.24K Buy
230
+207
+900% +$5.04K ﹤0.01% 973
2025
Q3 		$551 Sell
23
-137
-86% -$2.95K ﹤0.01% 1458
2025
Q2 		$3.11K Sell
160
-24
-13% -$556 ﹤0.01% 841
2025
Q1 		$4.3K Buy
184
+24
+15% +$558 ﹤0.01% 773
2024
Q4 		$3.66K Hold
160
– – ﹤0.01% 649
2024
Q3 		$2.88K Hold
160
– – ﹤0.01% 694
2024
Q2 		$3.08K Sell
160
-213
-57% -$3.77K ﹤0.01% 674
2024
Q1 		$6.99K Sell
373
-56
-13% -$1.18K ﹤0.01% 466
2023
Q4 		$9.88K Buy
429
+60
+16% +$1.34K ﹤0.01% 430
2023
Q3 		$8.49K Sell
369
-170
-32% -$4.32K ﹤0.01% 459
2023
Q2 		$14.1K Buy
+539
New +$14.2K 0.01% 533

Other funds holding PRVA

BlackRock
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