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Integrated Wealth Concepts’s Privia Health PRVA Stock Holding History

Integrated Wealth Concepts’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 		$73.7K Buy
+2,866
New +$66.4K ﹤0.01% 3052

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

Integrated Wealth Concepts's PRVA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Privia Health (PRVA) in Q2 2026: 2,866 shares worth $73.7K. The stake represents ﹤0.01% of the portfolio and ranks #3052 among its holdings.

301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Integrated Wealth Concepts held 2,866 shares of Privia Health worth $73.7K as of Q2 2026.
  • Privia Health was a new Integrated Wealth Concepts position in Q2 2026.
  • Privia Health made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3052 holding.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.