Creative Planning
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Creative Planning’s Privia Health PRVA Stock Holding History

Creative Planning’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 		$2.78M Sell
108,033
-5,281
-5% -$122K ﹤0.01% 1843
2026
Q1 		$2.33M Buy
113,314
+31,076
+38% +$700K ﹤0.01% 1780
2025
Q4 		$1.95M Buy
82,238
+4,529
+6% +$110K ﹤0.01% 1744
2025
Q3 		$1.93M Buy
77,709
+26,080
+51% +$561K ﹤0.01% 1571
2025
Q2 		$1.19M Sell
51,629
-1,015
-2% -$23.5K ﹤0.01% 1715
2025
Q1 		$1.18M Buy
52,644
+6,585
+14% +$153K ﹤0.01% 1587
2024
Q4 		$900K Buy
46,059
+20,072
+77% +$398K ﹤0.01% 1722
2024
Q3 		$473K Buy
25,987
+5,542
+27% +$106K ﹤0.01% 2159
2024
Q2 		$355K Buy
20,445
+7,217
+55% +$128K ﹤0.01% 2222
2024
Q1 		$259K Buy
+13,228
New +$279K ﹤0.01% 2370

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

Creative Planning's PRVA Position: Q2 2026 in Review

Creative Planning reduced its Privia Health (PRVA) stake by 4.7% in Q2 2026, selling an estimated $122K and leaving 108,033 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Creative Planning first reported a position in PRVA in Q1 2024 and has held it in 10 quarters since. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Creative Planning held 108,033 shares of Privia Health worth $2.78M as of Q2 2026.
  • Creative Planning sold 5,281 Privia Health shares in Q2 2026, an estimated $122K.
  • Privia Health made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1843 holding.
  • Creative Planning first reported a position in Privia Health in Q1 2024 and has held it in 10 quarters since.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.