SEI Investments
PRVA icon

SEI Investments’s Privia Health PRVA Stock Holding History

SEI Investments’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
Q1 		$2.89M Sell
140,370
-320,283
-70% -$7.22M ﹤0.01% 1828
2025
Q4 		$10.9M Sell
460,653
-102,700
-18% -$2.5M 0.01% 1024
2025
Q3 		$14M Sell
563,353
-12,690
-2% -$273K 0.02% 874
2025
Q2 		$13.2M Buy
576,043
+6,616
+1% +$153K 0.02% 876
2025
Q1 		$12.8M Sell
569,427
-4,208
-0.7% -$97.8K 0.02% 881
2024
Q4 		$11.2M Buy
573,635
+119,052
+26% +$2.36M 0.01% 938
2024
Q3 		$8.28M Sell
454,583
-6,022
-1% -$115K 0.01% 1060
2024
Q2 		$8.01M Buy
460,605
+2,725
+0.6% +$48.3K 0.01% 1020
2024
Q1 		$8.97M Buy
457,880
+154,044
+51% +$3.25M 0.01% 952
2023
Q4 		$7M Sell
303,836
-436
-0.1% -$9.76K 0.01% 1035
2023
Q3 		$7M Buy
304,272
+28,767
+10% +$732K 0.01% 1013
2023
Q2 		$7.19M Buy
275,505
+224,908
+445% +$5.94M 0.01% 1032
2023
Q1 		$1.4M Sell
50,597
-11,694
-19% -$309K ﹤0.01% 1760
2022
Q4 		$1.41M Sell
62,291
-60,074
-49% -$1.67M ﹤0.01% 1642
2022
Q3 		$4.17M Buy
122,365
+20,027
+20% +$741K 0.01% 1175
2022
Q2 		$2.98M Buy
102,338
+74,855
+272% +$1.9M 0.01% 1362
2022
Q1 		$735K Sell
27,483
-933
-3% -$22K ﹤0.01% 1921
2021
Q4 		$733K Buy
28,416
+642
+2% +$16K ﹤0.01% 1957
2021
Q3 		$654K Sell
27,774
-16,003
-37% -$559K ﹤0.01% 1947
2021
Q2 		$1.94M Buy
+43,777
New +$1.62M ﹤0.01% 1529

Other funds holding PRVA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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 $544B AUM 28.31% 1-Year Est. Return