Morgan Stanley
PRVA icon

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
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
-1,174,636
-57% -$24.8M ﹤0.01% 2849
2023
Q4 		$47.6M Buy
2,066,262
+1,431,102
+225% +$32M ﹤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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return