MassMutual Private Wealth & Trust’s Privia Health PRVA Stock Holding History

MassMutual Private Wealth & Trust’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	$3.63K	Sell	141 -84	-37%	-$1.95K	﹤0.01%	1795
2026 Q1	$4.63K	Hold	225	–	–	﹤0.01%	1708
2025 Q4	$5.33K	Hold	225	–	–	﹤0.01%	1651
2025 Q3	$5.6K	Hold	225	–	–	﹤0.01%	1629
2025 Q2	$5.17K	Sell	225 -4	-2%	-$93	﹤0.01%	1625
2025 Q1	$5.14K	Buy	229 +4	+2%	+$93	﹤0.01%	1592
2024 Q4	$4.4K	Hold	225	–	–	﹤0.01%	1572
2024 Q3	$4.1K	Buy	225 +37	+20%	+$706	﹤0.01%	1442
2024 Q2	$3.27K	Buy	188 +54	+40%	+$957	﹤0.01%	1470
2024 Q1	$2.63K	Buy	134 +49	+58%	+$1.03K	﹤0.01%	1461
2023 Q4	$1.96K	Buy	+85	New	+$1.9K	﹤0.01%	1502
2023 Q3	–	Sell	-63	Closed	-$1.65K	–	2030
2023 Q2	$1.65K	Buy	+63	New	+$1.66K	﹤0.01%	1526

Other funds holding PRVA

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

MassMutual Private Wealth & Trust's PRVA Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Privia Health (PRVA) stake by 37% in Q2 2026, selling an estimated $1.95K and leaving 141 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

MassMutual Private Wealth & Trust first reported a position in PRVA in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.6K in Q3 2025. 73 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

MassMutual Private Wealth & Trust held 141 shares of Privia Health worth $3.63K as of Q2 2026.
MassMutual Private Wealth & Trust sold 84 Privia Health shares in Q2 2026, an estimated $1.95K.
Privia Health made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1795 holding.
MassMutual Private Wealth & Trust first reported a position in Privia Health in Q2 2023 and has held it in 12 quarters since.
MassMutual Private Wealth & Trust's Privia Health position peaked at $5.6K in Q3 2025.
73 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.