Smartleaf Asset Management’s Privia Health PRVA Stock Holding History

Smartleaf Asset 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	$255K	Sell	12,714 -1,681	-12%	-$37.9K	0.01%	707
2025 Q4	$343K	Buy	14,395 +1,997	+16%	+$48.6K	0.01%	614
2025 Q3	$303K	Buy	12,398 +3,373	+37%	+$72.6K	0.02%	599
2025 Q2	$199K	Sell	9,025 -35	-0.4%	-$810	0.02%	578
2025 Q1	$205K	Buy	9,060 +1,785	+25%	+$41.5K	0.02%	561
2024 Q4	$142K	Buy	7,275 +3,779	+108%	+$74.9K	0.01%	678
2024 Q3	$63.2K	Buy	3,496 +656	+23%	+$12.5K	0.01%	840
2024 Q2	$48.6K	Buy	2,840 +325	+13%	+$5.76K	0.01%	751
2024 Q1	$49.2K	Sell	2,515 -5	-0.2%	-$106	0.01%	679
2023 Q4	$60.3K	Buy	+2,520	New	+$56.4K	0.02%	512

Other funds holding PRVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Smartleaf Asset Management's PRVA Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Privia Health (PRVA) stake by 12% in Q1 2026, selling an estimated $37.9K and leaving 12,714 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #707.

Smartleaf Asset Management first reported a position in PRVA in Q4 2023 and has held it in 10 quarters since. The position peaked at $343K in Q4 2025. 293 funds tracked by Wall St. Rank hold PRVA as of Q1 2026.

Smartleaf Asset Management held 12,714 shares of Privia Health worth $255K as of Q1 2026.
Smartleaf Asset Management sold 1,681 Privia Health shares in Q1 2026, an estimated $37.9K.
Privia Health made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #707 holding.
Smartleaf Asset Management first reported a position in Privia Health in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Privia Health position peaked at $343K in Q4 2025.
293 funds tracked by Wall St. Rank held Privia Health as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.