KWM
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Keebeck Wealth Management’s Privia Health PRVA Stock Holding History

Keebeck Wealth Management’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 		$557K Buy
21,648
+6,251
+41% +$145K 0.05% 242
2026
Q1 		$317K Buy
15,397
+3,019
+24% +$68K 0.04% 313
2025
Q4 		$293K Buy
+12,378
New +$301K 0.03% 294

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

Keebeck Wealth Management's PRVA Position: Q2 2026 in Review

Keebeck Wealth Management increased its Privia Health (PRVA) stake by 41% in Q2 2026, buying an estimated $145K and bringing the position to 21,648 shares worth $557K. The position accounts for 0.05% of the portfolio, ranked #242.

Keebeck Wealth Management first reported a position in PRVA in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Keebeck Wealth Management held 21,648 shares of Privia Health worth $557K as of Q2 2026.
  • Keebeck Wealth Management bought 6,251 Privia Health shares in Q2 2026, an estimated $145K.
  • Privia Health made up 0.05% of Keebeck Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Keebeck Wealth Management first reported a position in Privia Health in Q4 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 Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.