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 Q2	$5.83K	Hold	230	–	–	﹤0.01%	1048
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Cornerstone Planning Group's PRVA Position: Q2 2026 in Review

Cornerstone Planning Group held its Privia Health (PRVA) position steady in Q2 2026 at 230 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Cornerstone Planning Group first reported a position in PRVA in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.1K in Q2 2023. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

Cornerstone Planning Group held 230 shares of Privia Health worth $5.83K as of Q2 2026.
Cornerstone Planning Group left its Privia Health share count unchanged in Q2 2026.
Privia Health made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1048 holding.
Cornerstone Planning Group first reported a position in Privia Health in Q2 2023 and has held it in 13 quarters since.
Cornerstone Planning Group's Privia Health position peaked at $14.1K in Q2 2023.
301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.