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Edgestream Partners’s Privia Health PRVA Stock Holding History

Edgestream Partners’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 		– Sell
-138,406
Closed -$2.85M – 1097
2026
Q1 		$2.85M Buy
+138,406
New +$3.12M 0.09% 400
2025
Q4 		– Sell
-76,301
Closed -$1.9M – 1106
2025
Q3 		$1.9M Sell
76,301
-19,748
-21% -$425K 0.06% 542
2025
Q2 		$2.21M Buy
+96,049
New +$2.22M 0.06% 511

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

Edgestream Partners's PRVA Position: Q2 2026 in Review

Edgestream Partners sold out of Privia Health (PRVA) in Q2 2026, closing a stake of 138,406 shares — an estimated $2.85M sold.

Edgestream Partners first reported a position in PRVA in Q2 2025 and held it in 3 quarters. The position peaked at $2.85M in Q1 2026. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Edgestream Partners reported no remaining Privia Health position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 138,406 Privia Health shares in Q2 2026, an estimated $2.85M.
  • Edgestream Partners first reported a position in Privia Health in Q2 2025 and held it in 3 quarters.
  • Edgestream Partners's Privia Health position peaked at $2.85M in Q1 2026.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.