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Evergreen Capital Management’s Privia Health PRVA Stock Holding History

Evergreen Capital Management’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 		$583K Buy
22,656
+4,456
+24% +$103K 0.01% 821
2026
Q1 		$374K Buy
18,200
+4,527
+33% +$102K 0.01% 974
2025
Q4 		$324K Buy
13,673
+2,799
+26% +$68.1K 0.01% 989
2025
Q3 		$271K Buy
10,874
+1,669
+18% +$35.9K 0.01% 1047
2025
Q2 		$212K Sell
9,205
-1,212
-12% -$28.1K 0.01% 1003
2025
Q1 		$234K Buy
+10,417
New +$242K 0.01% 900

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

Evergreen Capital Management's PRVA Position: Q2 2026 in Review

Evergreen Capital Management increased its Privia Health (PRVA) stake by 24% in Q2 2026, buying an estimated $103K and bringing the position to 22,656 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #821.

Evergreen Capital Management first reported a position in PRVA in Q1 2025 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Evergreen Capital Management held 22,656 shares of Privia Health worth $583K as of Q2 2026.
  • Evergreen Capital Management bought 4,456 Privia Health shares in Q2 2026, an estimated $103K.
  • Privia Health made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #821 holding.
  • Evergreen Capital Management first reported a position in Privia Health in Q1 2025 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.