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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
Q2 		$325K Hold
12,714
– – 0.01% 665
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
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

Smartleaf Asset Management's PRVA Position: Q2 2026 in Review

Smartleaf Asset Management held its Privia Health (PRVA) position steady in Q2 2026 at 12,714 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #665.

Smartleaf Asset Management first reported a position in PRVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $343K in Q4 2025. 302 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Smartleaf Asset Management held 12,714 shares of Privia Health worth $325K as of Q2 2026.
  • Smartleaf Asset Management left its Privia Health share count unchanged in Q2 2026.
  • Privia Health made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #665 holding.
  • Smartleaf Asset Management first reported a position in Privia Health in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Privia Health position peaked at $343K in Q4 2025.
  • 302 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.