HIA
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Harbor Investment Advisory’s Privia Health PRVA Stock Holding History

Harbor Investment Advisory’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
Q3 		$53.2K Hold
2,700
– – ﹤0.01% 750
2026
Q2 		$69.5K Buy
+2,700
New +$62.5K ﹤0.01% 665

Other funds holding PRVA

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Harbor Investment Advisory's PRVA Position: Q3 2026 in Review

Harbor Investment Advisory held its Privia Health (PRVA) position steady in Q3 2026 at 2,700 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Harbor Investment Advisory first reported a position in PRVA in Q2 2026 and has held it in 2 quarters since. The position peaked at $69.5K in Q2 2026. 9 funds tracked by Wall St. Rank hold PRVA as of Q3 2026.

  • Harbor Investment Advisory held 2,700 shares of Privia Health worth $53.2K as of Q3 2026.
  • Harbor Investment Advisory left its Privia Health share count unchanged in Q3 2026.
  • Privia Health made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #750 holding.
  • Harbor Investment Advisory first reported a position in Privia Health in Q2 2026 and has held it in 2 quarters since.
  • Harbor Investment Advisory's Privia Health position peaked at $69.5K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Privia Health as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.