Creative Planning
PRVA icon

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
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 $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