EverSource Wealth Advisors’s Privia Health PRVA Stock Holding History

EverSource Wealth Advisors’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	$16K	Sell	621 -269	-30%	-$6.23K	﹤0.01%	2604
2026 Q1	$18.3K	Buy	890 +321	+56%	+$7.24K	﹤0.01%	2556
2025 Q4	$13.5K	Sell	569 -2	-0.4%	-$49	﹤0.01%	2645
2025 Q3	$14.2K	Buy	571 +277	+94%	+$5.96K	﹤0.01%	2604
2025 Q2	$6.76K	Buy	294 +103	+54%	+$2.38K	﹤0.01%	3032
2025 Q1	$4.29K	Sell	191 -2,189	-92%	-$50.9K	﹤0.01%	2570
2024 Q4	$46.5K	Buy	2,380 +2,350	+7,833%	+$46.6K	﹤0.01%	1221
2024 Q3	$546	Hold	30	–	–	﹤0.01%	2852
2024 Q2	$622	Buy	+30	New	+$531	﹤0.01%	2844
2024 Q1	–	Sell	-181	Closed	-$4.17K	–	2969
2023 Q4	$4.17K	Buy	+181	New	+$4.05K	﹤0.01%	1927
2022 Q2	–	Sell	-79	Closed	-$2K	–	1854
2022 Q1	$2K	Hold	79	–	–	﹤0.01%	1564
2021 Q4	$2K	Buy	+79	New	+$1.97K	﹤0.01%	1604

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

EverSource Wealth Advisors's PRVA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Privia Health (PRVA) stake by 30% in Q2 2026, selling an estimated $6.23K and leaving 621 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #2604.

EverSource Wealth Advisors first reported a position in PRVA in Q4 2021 and has held it in 12 quarters since. The position peaked at $46.5K in Q4 2024. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

EverSource Wealth Advisors held 621 shares of Privia Health worth $16K as of Q2 2026.
EverSource Wealth Advisors sold 269 Privia Health shares in Q2 2026, an estimated $6.23K.
Privia Health made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2604 holding.
EverSource Wealth Advisors first reported a position in Privia Health in Q4 2021 and has held it in 12 quarters since.
EverSource Wealth Advisors's Privia Health position peaked at $46.5K in Q4 2024.
301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.