HighTower Advisors
PRVA icon

HighTower Advisors’s Privia Health PRVA Stock Holding History

HighTower Advisors’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
Q1 		$344K Buy
16,706
+1,891
+13% +$42.6K ﹤0.01% 3039
2025
Q4 		$351K Sell
14,815
-1,446
-9% -$35.2K ﹤0.01% 2917
2025
Q3 		$405K Buy
16,261
+1,530
+10% +$32.9K ﹤0.01% 2789
2025
Q2 		$339K Sell
14,731
-3,088
-17% -$71.5K ﹤0.01% 2826
2025
Q1 		$400K Sell
17,819
-1,650
-8% -$38.3K ﹤0.01% 2642
2024
Q4 		$381K Buy
19,469
+932
+5% +$18.5K ﹤0.01% 2695
2024
Q3 		$338K Sell
18,537
-3,139
-14% -$59.9K ﹤0.01% 2733
2024
Q2 		$374K Sell
21,676
-8,540
-28% -$151K ﹤0.01% 2538
2024
Q1 		$591K Buy
30,216
+16,922
+127% +$357K ﹤0.01% 2159
2023
Q4 		$298K Sell
13,294
-219
-2% -$4.9K ﹤0.01% 2705
2023
Q3 		$305K Buy
13,513
+101
+0.8% +$2.57K ﹤0.01% 2584
2023
Q2 		$337K Buy
+13,412
New +$354K ﹤0.01% 2482
2022
Q3 		– Sell
-27,229
Closed -$794K – 3345
2022
Q2 		$794K Buy
+27,229
New +$692K ﹤0.01% 1776

Other funds holding PRVA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return