GRP
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Global Retirement Partners’s Privia Health PRVA Stock Holding History

Global Retirement 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
2025
Q4 		$37.6K Buy
1,584
+1,351
+580% +$32.9K ﹤0.01% 2520
2025
Q3 		$5.8K Buy
233
+55
+31% +$1.18K ﹤0.01% 2917
2025
Q2 		$4.09K Buy
+178
New +$4.12K ﹤0.01% 2989
2024
Q4 		$2.23K Buy
114
+60
+111% +$1.19K ﹤0.01% 3037
2024
Q3 		$983 Sell
54
-40
-43% -$763 ﹤0.01% 3146
2024
Q2 		$1.63K Hold
94
– – ﹤0.01% 3042
2024
Q1 		$1.84K Hold
94
– – ﹤0.01% 2778
2023
Q4 		$2.01K Buy
+94
New +$2.1K ﹤0.01% 2669

Other funds holding PRVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's PRVA Position: Q4 2025 in Review

Global Retirement Partners increased its Privia Health (PRVA) stake by 580% in Q4 2025, buying an estimated $32.9K and bringing the position to 1,584 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Global Retirement Partners first reported a position in PRVA in Q4 2023 and has held it in 8 quarters since. 276 funds tracked by Wall St. Rank hold PRVA as of Q4 2025.

  • Global Retirement Partners held 1,584 shares of Privia Health worth $37.6K as of Q4 2025.
  • Global Retirement Partners bought 1,351 Privia Health shares in Q4 2025, an estimated $32.9K.
  • Privia Health made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2520 holding.
  • Global Retirement Partners first reported a position in Privia Health in Q4 2023 and has held it in 8 quarters since.
  • 276 funds tracked by Wall St. Rank held Privia Health as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.