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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
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

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

Retirement Wealth Solutions's PRVA Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Privia Health (PRVA) stake by 67% in Q2 2026, buying an estimated $463 and bringing the position to 50 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Retirement Wealth Solutions first reported a position in PRVA in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Retirement Wealth Solutions held 50 shares of Privia Health worth $1.29K as of Q2 2026.
  • Retirement Wealth Solutions bought 20 Privia Health shares in Q2 2026, an estimated $463.
  • Privia Health made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #601 holding.
  • Retirement Wealth Solutions first reported a position in Privia Health in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.