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Twin Peaks Wealth Advisors’s Privia Health PRVA Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-119
Closed -$2.45K – 1685
2026
Q1 		$2.45K Buy
+119
New +$2.68K ﹤0.01% 1646
2025
Q3 		– Sell
-278
Closed -$5.76K – 1602
2025
Q2 		$5.76K Buy
+278
New +$6.44K ﹤0.01% 1240

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

Twin Peaks Wealth Advisors's PRVA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Privia Health (PRVA) in Q2 2026, closing a stake of 119 shares — an estimated $2.45K sold.

Twin Peaks Wealth Advisors first reported a position in PRVA in Q2 2025 and held it in 2 quarters. The position peaked at $5.76K in Q2 2025. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Privia Health position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 119 Privia Health shares in Q2 2026, an estimated $2.45K.
  • Twin Peaks Wealth Advisors first reported a position in Privia Health in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Privia Health position peaked at $5.76K in Q2 2025.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.