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OneDigital Investment Advisors’s Privia Health PRVA Stock Holding History

OneDigital 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
Q2 		$6.65M Sell
258,561
-42,303
-14% -$980K 0.06% 269
2026
Q1 		$6.19M Buy
300,864
+88
+0% +$1.98K 0.06% 248
2025
Q4 		$7.13M Sell
300,776
-29,672
-9% -$722K 0.07% 214
2025
Q3 		$8.23M Sell
330,448
-72
-0% -$1.55K 0.08% 190
2025
Q2 		$7.6M Sell
330,520
-47,911
-13% -$1.11M 0.08% 189
2025
Q1 		$8.5M Sell
378,431
-67,884
-15% -$1.58M 0.1% 168
2024
Q4 		$8.73M Sell
446,315
-93,535
-17% -$1.85M 0.1% 165
2024
Q3 		$9.83M Sell
539,850
-1,552
-0.3% -$29.6K 0.11% 156
2024
Q2 		$9.41M Sell
541,402
-3,457
-0.6% -$61.2K 0.12% 151
2024
Q1 		$10.7M Sell
544,859
-6,780
-1% -$143K 0.17% 119
2023
Q4 		$12.7M Buy
551,639
+2,360
+0.4% +$52.8K 0.22% 95
2023
Q3 		$12.6M Sell
549,279
-563
-0.1% -$14.3K 0.27% 81
2023
Q2 		$14.4M Sell
549,842
-485
-0.1% -$12.8K 0.32% 64
2023
Q1 		$15.2M Sell
550,327
-70,826
-11% -$1.87M 0.36% 59
2022
Q4 		$14.1M Hold
621,153
– – 0.41% 52
2022
Q3 		$21.2M Sell
621,153
-100,346
-14% -$3.71M 0.78% 24
2022
Q2 		$21M Buy
+721,499
New +$18.3M 0.9% 20

Other funds holding PRVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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 $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

OneDigital Investment Advisors's PRVA Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Privia Health (PRVA) stake by 14% in Q2 2026, selling an estimated $980K and leaving 258,561 shares worth $6.65M. The position accounts for 0.06% of the portfolio, ranked #269.

OneDigital Investment Advisors first reported a position in PRVA in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.2M in Q3 2022. 122 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • OneDigital Investment Advisors held 258,561 shares of Privia Health worth $6.65M as of Q2 2026.
  • OneDigital Investment Advisors sold 42,303 Privia Health shares in Q2 2026, an estimated $980K.
  • Privia Health made up 0.06% of OneDigital Investment Advisors's portfolio in Q2 2026, its #269 holding.
  • OneDigital Investment Advisors first reported a position in Privia Health in Q2 2022 and has held it in 17 quarters since.
  • OneDigital Investment Advisors's Privia Health position peaked at $21.2M in Q3 2022.
  • 122 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.