Morgan Stanley
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Morgan Stanley’s Privia Health PRVA Stock Holding History

Morgan Stanley’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 		$25.9M Buy
1,005,930
+24,011
+2% +$556K ﹤0.01% 2858
2026
Q1 		$20.2M Sell
981,919
-117,022
-11% -$2.64M ﹤0.01% 2952
2025
Q4 		$26.1M Buy
1,098,941
+116,320
+12% +$2.83M ﹤0.01% 2684
2025
Q3 		$24.5M Sell
982,621
-125,510
-11% -$2.7M ﹤0.01% 2696
2025
Q2 		$25.5M Buy
1,108,131
+284,717
+35% +$6.59M ﹤0.01% 2568
2025
Q1 		$18.5M Sell
823,414
-217,854
-21% -$5.06M ﹤0.01% 2771
2024
Q4 		$20.4M Sell
1,041,268
-1,110
-0.1% -$22K ﹤0.01% 2744
2024
Q3 		$19M Buy
1,042,378
+242,068
+30% +$4.62M ﹤0.01% 2849
2024
Q2 		$13.9M Sell
800,310
-91,316
-10% -$1.62M ﹤0.01% 3045
2024
Q1 		$17.5M Sell
891,626
-141,505
-14% -$2.99M ﹤0.01% 2849
2023
Q4 		$23.8M Buy
1,033,131
+397,971
+63% +$8.91M ﹤0.01% 2511
2023
Q3 		$14.6M Sell
635,160
-71,995
-10% -$1.83M ﹤0.01% 2769
2023
Q2 		$18.5M Sell
707,155
-677,058
-49% -$17.9M ﹤0.01% 2556
2023
Q1 		$38.2M Buy
1,384,213
+56,601
+4% +$1.49M ﹤0.01% 1801
2022
Q4 		$30.2M Sell
1,327,612
-84,630
-6% -$2.36M ﹤0.01% 1948
2022
Q3 		$48.1M Buy
1,412,242
+611,915
+76% +$22.6M 0.01% 1340
2022
Q2 		$23.3M Buy
800,327
+44,814
+6% +$1.14M ﹤0.01% 2119
2022
Q1 		$20.2M Buy
755,513
+145,467
+24% +$3.43M ﹤0.01% 2104
2021
Q4 		$15.8M Buy
610,046
+13,586
+2% +$339K ﹤0.01% 2415
2021
Q3 		$14.1M Buy
596,460
+302,009
+103% +$10.5M ﹤0.01% 2502
2021
Q2 		$13.1M Buy
+294,451
New +$10.9M ﹤0.01% 2657

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

Morgan Stanley's PRVA Position: Q2 2026 in Review

Morgan Stanley increased its Privia Health (PRVA) stake by 2.4% in Q2 2026, buying an estimated $556K and bringing the position to 1,005,930 shares worth $25.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

Morgan Stanley first reported a position in PRVA in Q2 2021 and has held it in 21 quarters since. The position peaked at $48.1M in Q3 2022. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Morgan Stanley held 1,005,930 shares of Privia Health worth $25.9M as of Q2 2026.
  • Morgan Stanley bought 24,011 Privia Health shares in Q2 2026, an estimated $556K.
  • Privia Health made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2858 holding.
  • Morgan Stanley first reported a position in Privia Health in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Privia Health position peaked at $48.1M in Q3 2022.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.