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Salomon & Ludwin’s Privia Health PRVA Stock Holding History

Salomon & Ludwin’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 		$38.3K Sell
1,424
-617
-30% -$14.3K ﹤0.01% 685
2026
Q1 		$43.3K Buy
2,041
+1,158
+131% +$26.1K ﹤0.01% 557
2025
Q4 		$21.3K Hold
883
– – ﹤0.01% 853
2025
Q3 		$21.3K Buy
+883
New +$19K ﹤0.01% 769

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

Salomon & Ludwin's PRVA Position: Q2 2026 in Review

Salomon & Ludwin reduced its Privia Health (PRVA) stake by 30% in Q2 2026, selling an estimated $14.3K and leaving 1,424 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Salomon & Ludwin first reported a position in PRVA in Q3 2025 and has held it in 4 quarters since. The position peaked at $43.3K in Q1 2026. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Salomon & Ludwin held 1,424 shares of Privia Health worth $38.3K as of Q2 2026.
  • Salomon & Ludwin sold 617 Privia Health shares in Q2 2026, an estimated $14.3K.
  • Privia Health made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #685 holding.
  • Salomon & Ludwin first reported a position in Privia Health in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Privia Health position peaked at $43.3K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.