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Ironwood Investment Counsel’s Privia Health PRVA Stock Holding History

Ironwood Investment Counsel’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
2025
Q1 		– Sell
-17,137
Closed -$335K – 249
2024
Q4 		$335K Hold
17,137
– – 0.06% 192
2024
Q3 		$312K Hold
17,137
– – 0.05% 205
2024
Q2 		$298K Hold
17,137
– – 0.05% 212
2024
Q1 		$336K Sell
17,137
-17,138
-50% -$362K 0.06% 202
2023
Q4 		$789K Hold
34,275
– – 0.15% 132
2023
Q3 		$788K Hold
34,275
– – 0.17% 123
2023
Q2 		$895K Sell
34,275
-900
-3% -$23.8K 0.2% 99
2023
Q1 		$971K Buy
+35,175
New +$929K 0.23% 97

Other funds holding PRVA

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ironwood Investment Counsel's PRVA Position: Q1 2025 in Review

Ironwood Investment Counsel sold out of Privia Health (PRVA) in Q1 2025, closing a stake of 17,137 shares — an estimated $335K sold.

Ironwood Investment Counsel first reported a position in PRVA in Q1 2023 and held it in 8 quarters. The position peaked at $971K in Q1 2023. 248 funds tracked by Wall St. Rank hold PRVA as of Q1 2025.

  • Ironwood Investment Counsel reported no remaining Privia Health position as of Q1 2025 after selling out during the quarter.
  • Ironwood Investment Counsel sold 17,137 Privia Health shares in Q1 2025, an estimated $335K.
  • Ironwood Investment Counsel first reported a position in Privia Health in Q1 2023 and held it in 8 quarters.
  • Ironwood Investment Counsel's Privia Health position peaked at $971K in Q1 2023.
  • 248 funds tracked by Wall St. Rank held Privia Health as of Q1 2025.

Based on Ironwood Investment Counsel's 13F filing for Q1 2025, filed 12 May 2025.