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Physician Wealth Advisors’s Privia Health PRVA Stock Holding History

Physician Wealth 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 		$1.29K Sell
50
-113
-69% -$2.62K ﹤0.01% 1713
2026
Q1 		$3.35K Buy
+163
New +$3.67K ﹤0.01% 1134
2025
Q3 		– Sell
-43
Closed -$989 – 2018
2025
Q2 		$989 Buy
+43
New +$996 ﹤0.01% 1436

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

Physician Wealth Advisors's PRVA Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Privia Health (PRVA) stake by 69% in Q2 2026, selling an estimated $2.62K and leaving 50 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Physician Wealth Advisors first reported a position in PRVA in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.35K in Q1 2026. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Physician Wealth Advisors held 50 shares of Privia Health worth $1.29K as of Q2 2026.
  • Physician Wealth Advisors sold 113 Privia Health shares in Q2 2026, an estimated $2.62K.
  • Privia Health made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1713 holding.
  • Physician Wealth Advisors first reported a position in Privia Health in Q2 2025 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Privia Health position peaked at $3.35K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.