GC
PRVA icon

Guggenheim Capital’s Privia Health PRVA Stock Holding History

Guggenheim Capital’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 		$731K Buy
28,396
+12,290
+76% +$285K ﹤0.01% 1139
2026
Q1 		$331K Sell
16,106
-22,384
-58% -$505K ﹤0.01% 1347
2025
Q4 		$913K Buy
+38,490
New +$937K 0.01% 994
2025
Q2 		– Sell
-10,123
Closed -$227K – 1648
2025
Q1 		$227K Sell
10,123
-12,758
-56% -$296K ﹤0.01% 1499
2024
Q4 		$447K Sell
22,881
-4,917
-18% -$97.4K ﹤0.01% 1310
2024
Q3 		$506K Sell
27,798
-87
-0.3% -$1.66K ﹤0.01% 1402
2024
Q2 		$485K Sell
27,885
-430
-2% -$7.62K ﹤0.01% 1447
2024
Q1 		$555K Buy
28,315
+1,215
+4% +$25.7K ﹤0.01% 1437
2023
Q4 		$624K Buy
27,100
+2,132
+9% +$47.7K ﹤0.01% 1365
2023
Q3 		$574K Buy
24,968
+6,912
+38% +$176K ﹤0.01% 1349
2023
Q2 		$471K Buy
18,056
+7,667
+74% +$202K ﹤0.01% 1495
2023
Q1 		$287K Buy
+10,389
New +$274K ﹤0.01% 1694

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

Guggenheim Capital's PRVA Position: Q2 2026 in Review

Guggenheim Capital increased its Privia Health (PRVA) stake by 76% in Q2 2026, buying an estimated $285K and bringing the position to 28,396 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Guggenheim Capital first reported a position in PRVA in Q1 2023 and has held it in 12 quarters since. The position peaked at $913K in Q4 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Guggenheim Capital held 28,396 shares of Privia Health worth $731K as of Q2 2026.
  • Guggenheim Capital bought 12,290 Privia Health shares in Q2 2026, an estimated $285K.
  • Privia Health made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1139 holding.
  • Guggenheim Capital first reported a position in Privia Health in Q1 2023 and has held it in 12 quarters since.
  • Guggenheim Capital's Privia Health position peaked at $913K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.