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Retirement Wealth Solutions’s Privia Health PRVA Stock Holding History

Retirement Wealth Solutions’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
Q3 		$611 Sell
31
-19
-38% -$433 ﹤0.01% 820
2026
Q2 		$1.29K Buy
50
+20
+67% +$463 ﹤0.01% 601
2026
Q1 		$618 Buy
30
+6
+25% +$135 ﹤0.01% 703
2025
Q4 		$570 Buy
24
+5
+26% +$122 ﹤0.01% 661
2025
Q3 		$474 Buy
+19
New +$409 ﹤0.01% 703

Other funds holding PRVA

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Retirement Wealth Solutions's PRVA Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Privia Health (PRVA) stake by 38% in Q3 2026, selling an estimated $433 and leaving 31 shares worth $611. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Retirement Wealth Solutions first reported a position in PRVA in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.29K in Q2 2026. 8 funds tracked by Wall St. Rank hold PRVA as of Q3 2026.

  • Retirement Wealth Solutions held 31 shares of Privia Health worth $611 as of Q3 2026.
  • Retirement Wealth Solutions sold 19 Privia Health shares in Q3 2026, an estimated $433.
  • Privia Health made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #820 holding.
  • Retirement Wealth Solutions first reported a position in Privia Health in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Privia Health position peaked at $1.29K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Privia Health as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.