Nisa Investment Advisors
PRVA icon

Nisa Investment Advisors’s Privia Health PRVA Stock Holding History

Nisa Investment Advisors’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 		$104K Buy
5,048
+90
+2% +$2.03K ﹤0.01% 1407
2025
Q4 		$118K Buy
4,958
+44
+0.9% +$1.07K ﹤0.01% 1385
2025
Q3 		$122K Sell
4,914
-7,678
-61% -$165K ﹤0.01% 1375
2025
Q2 		$290K Buy
12,592
+7,666
+156% +$177K ﹤0.01% 1124
2025
Q1 		$111K Sell
4,926
-73
-1% -$1.7K ﹤0.01% 1373
2024
Q4 		$97.7K Buy
4,999
+3,249
+186% +$64.4K ﹤0.01% 1479
2024
Q3 		$31.9K Sell
1,750
-45
-3% -$859 ﹤0.01% 1761
2024
Q2 		$31.2K Buy
1,795
+930
+108% +$16.5K ﹤0.01% 1798
2024
Q1 		$16.9K Buy
865
+107
+14% +$2.26K ﹤0.01% 1943
2023
Q4 		$17.5K Sell
758
-1,043
-58% -$23.3K ﹤0.01% 1916
2023
Q3 		$41.4K Sell
1,801
-9
-0.5% -$229 ﹤0.01% 1781
2023
Q2 		$47.3K Buy
1,810
+205
+13% +$5.41K ﹤0.01% 1765
2023
Q1 		$44K Hold
1,605
– – ﹤0.01% 1757
2022
Q4 		$36K Sell
1,605
-6
-0.4% -$167 ﹤0.01% 1873
2022
Q3 		$54K Buy
1,611
+31
+2% +$1.15K ﹤0.01% 1719
2022
Q2 		$46K Buy
+1,580
New +$40.2K ﹤0.01% 1761

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