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Rothschild Investment LLC’s Privia Health PRVA Stock Holding History

Rothschild Investment LLC’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 		$10.9K Buy
423
+38
+10% +$880 ﹤0.01% 1835
2026
Q1 		$7.92K Buy
385
+180
+88% +$4.06K ﹤0.01% 1812
2025
Q4 		$4.86K Buy
205
+15
+8% +$365 ﹤0.01% 1894
2025
Q3 		$4.73K Buy
190
+30
+19% +$646 ﹤0.01% 1734
2025
Q2 		$3.68K Buy
160
+10
+7% +$232 ﹤0.01% 1661
2025
Q1 		$3.37K Buy
150
+70
+88% +$1.63K ﹤0.01% 1626
2024
Q4 		$1.56K Sell
80
-5
-6% -$99 ﹤0.01% 1947
2024
Q3 		$1.55K Buy
85
+70
+467% +$1.34K ﹤0.01% 1869
2024
Q2 		$261 Buy
15
+5
+50% +$89 ﹤0.01% 2372
2024
Q1 		$196 Buy
+10
New +$211 ﹤0.01% 1748

Other funds holding PRVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rothschild Investment LLC's PRVA Position: Q2 2026 in Review

Rothschild Investment LLC increased its Privia Health (PRVA) stake by 9.9% in Q2 2026, buying an estimated $880 and bringing the position to 423 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Rothschild Investment LLC first reported a position in PRVA in Q1 2024 and has held it in 10 quarters since. 281 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Rothschild Investment LLC held 423 shares of Privia Health worth $10.9K as of Q2 2026.
  • Rothschild Investment LLC bought 38 Privia Health shares in Q2 2026, an estimated $880.
  • Privia Health made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1835 holding.
  • Rothschild Investment LLC first reported a position in Privia Health in Q1 2024 and has held it in 10 quarters since.
  • 281 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.