Pictet Asset Management
PRVA icon

Pictet Asset Management’s Privia Health PRVA Stock Holding History

Pictet Asset Management’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 		$331K Buy
16,076
+2,132
+15% +$48.1K ﹤0.01% 1671
2025
Q4 		$331K Hold
13,944
– – ﹤0.01% 1656
2025
Q3 		$347K Hold
13,944
– – ﹤0.01% 1569
2025
Q2 		$321K Buy
13,944
+1,542
+12% +$35.7K ﹤0.01% 1593
2025
Q1 		$278K Hold
12,402
– – ﹤0.01% 1657
2024
Q4 		$242K Hold
12,402
– – ﹤0.01% 1759
2024
Q3 		$226K Hold
12,402
– – ﹤0.01% 1756
2024
Q2 		$216K Sell
12,402
-14,271
-54% -$253K ﹤0.01% 1718
2024
Q1 		$522K Buy
26,673
+1,560
+6% +$33K ﹤0.01% 1288
2023
Q4 		$578K Buy
25,113
+2,482
+11% +$55.5K ﹤0.01% 1190
2023
Q3 		$521K Buy
+22,631
New +$575K ﹤0.01% 1205

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