MAM
PRVA icon

Marquette Asset Management’s Privia Health PRVA Stock Holding History

Marquette Asset 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
Q3 		$512 Buy
26
+3
+13% +$68 ﹤0.01% 745
2026
Q2 		$592 Hold
23
– – ﹤0.01% 793
2026
Q1 		$474 Buy
+23
New +$518 ﹤0.01% 771

Other funds holding PRVA

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Marquette Asset Management's PRVA Position: Q3 2026 in Review

Marquette Asset Management increased its Privia Health (PRVA) stake by 13% in Q3 2026, buying an estimated $68 and bringing the position to 26 shares worth $512. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Marquette Asset Management first reported a position in PRVA in Q1 2026 and has held it in 3 quarters since. The position peaked at $592 in Q2 2026. 8 funds tracked by Wall St. Rank hold PRVA as of Q3 2026.

  • Marquette Asset Management held 26 shares of Privia Health worth $512 as of Q3 2026.
  • Marquette Asset Management bought 3 Privia Health shares in Q3 2026, an estimated $68.
  • Privia Health made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #745 holding.
  • Marquette Asset Management first reported a position in Privia Health in Q1 2026 and has held it in 3 quarters since.
  • Marquette Asset Management's Privia Health position peaked at $592 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Privia Health as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.