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High Note Wealth’s Privia Health PRVA Stock Holding History

High Note Wealth’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 		$1.88K Buy
+73
New +$1.69K ﹤0.01% 833
2026
Q1 		– Sell
-68
Closed -$1.61K – 989
2025
Q4 		$1.61K Buy
+68
New +$1.66K ﹤0.01% 805
2025
Q3 		– Sell
-68
Closed -$1.56K – 968
2025
Q2 		$1.56K Buy
+68
New +$1.57K ﹤0.01% 716

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

High Note Wealth's PRVA Position: Q2 2026 in Review

High Note Wealth opened a new position in Privia Health (PRVA) in Q2 2026: 73 shares worth $1.88K. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings. This is a return to the name: High Note Wealth previously reported a position in PRVA as recently as Q4 2025.

High Note Wealth first reported a position in PRVA in Q2 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • High Note Wealth held 73 shares of Privia Health worth $1.88K as of Q2 2026.
  • Privia Health was a new High Note Wealth position in Q2 2026.
  • Privia Health made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #833 holding.
  • High Note Wealth first reported a position in Privia Health in Q2 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.