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Sheets Smith Wealth Management’s Privia Health PRVA Stock Holding History

Sheets Smith Wealth Management’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 		– Sell
-9,497
Closed -$225K – 409
2025
Q4 		$225K Sell
9,497
-10,379
-52% -$253K 0.02% 376
2025
Q3 		$495K Buy
+19,876
New +$428K 0.06% 283

Other funds holding PRVA

BlackRock
BlackRock New York $5.72T 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

Sheets Smith Wealth Management's PRVA Position: Q1 2026 in Review

Sheets Smith Wealth Management sold out of Privia Health (PRVA) in Q1 2026, closing a stake of 9,497 shares — an estimated $225K sold.

Sheets Smith Wealth Management first reported a position in PRVA in Q3 2025 and held it in 2 quarters. The position peaked at $495K in Q3 2025. 293 funds tracked by Wall St. Rank hold PRVA as of Q1 2026.

  • Sheets Smith Wealth Management reported no remaining Privia Health position as of Q1 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 9,497 Privia Health shares in Q1 2026, an estimated $225K.
  • Sheets Smith Wealth Management first reported a position in Privia Health in Q3 2025 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Privia Health position peaked at $495K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Privia Health as of Q1 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.