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
2026
Q2 		$8.36K Buy
+325
New +$7.53K ﹤0.01% 3476
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 $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

Global Retirement Partners's PRVA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Privia Health (PRVA) in Q2 2026: 325 shares worth $8.36K. The stake represents ﹤0.01% of the portfolio and ranks #3476 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PRVA as recently as Q4 2025.

Global Retirement Partners first reported a position in PRVA in Q4 2023 and has held it in 9 quarters since. The position peaked at $37.6K in Q4 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Global Retirement Partners held 325 shares of Privia Health worth $8.36K as of Q2 2026.
  • Privia Health was a new Global Retirement Partners position in Q2 2026.
  • Privia Health made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3476 holding.
  • Global Retirement Partners first reported a position in Privia Health in Q4 2023 and has held it in 9 quarters since.
  • Global Retirement Partners's Privia Health position peaked at $37.6K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.