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Meramec Financial Planners’s Privia Health PRVA Stock Holding History

Meramec Financial Planners’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 		– Sell
-439
Closed -$10.6K – 604
2026
Q1 		$10.6K Hold
439
– – ﹤0.01% 319
2025
Q4 		$9.65K Buy
+439
New +$10.7K ﹤0.01% 325

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

Meramec Financial Planners's PRVA Position: Q2 2026 in Review

Meramec Financial Planners sold out of Privia Health (PRVA) in Q2 2026, closing a stake of 439 shares — an estimated $10.6K sold.

Meramec Financial Planners first reported a position in PRVA in Q4 2025 and held it in 2 quarters. The position peaked at $10.6K in Q1 2026. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Meramec Financial Planners reported no remaining Privia Health position as of Q2 2026 after selling out during the quarter.
  • Meramec Financial Planners sold 439 Privia Health shares in Q2 2026, an estimated $10.6K.
  • Meramec Financial Planners first reported a position in Privia Health in Q4 2025 and held it in 2 quarters.
  • Meramec Financial Planners's Privia Health position peaked at $10.6K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.