PWPS
PRVA icon

Pinnacle Wealth Planning Services’s Privia Health PRVA Stock Holding History

Pinnacle Wealth Planning Services’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 		$46.5K Buy
1,808
+426
+31% +$9.87K ﹤0.01% 1316
2026
Q1 		$28.4K Sell
1,382
-3,179
-70% -$71.7K ﹤0.01% 1513
2025
Q4 		$108K Buy
+4,561
New +$111K 0.01% 737

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

Pinnacle Wealth Planning Services's PRVA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Privia Health (PRVA) stake by 31% in Q2 2026, buying an estimated $9.87K and bringing the position to 1,808 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Pinnacle Wealth Planning Services first reported a position in PRVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $108K in Q4 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,808 shares of Privia Health worth $46.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 426 Privia Health shares in Q2 2026, an estimated $9.87K.
  • Privia Health made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1316 holding.
  • Pinnacle Wealth Planning Services first reported a position in Privia Health in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Privia Health position peaked at $108K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.