UBS Group
PRVA icon

UBS Group’s Privia Health PRVA Stock Holding History

UBS Group’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 		$7.34M Sell
285,210
-96,575
-25% -$2.24M ﹤0.01% 3786
2026
Q1 		$7.85M Buy
381,785
+116,534
+44% +$2.63M ﹤0.01% 3613
2025
Q4 		$6.29M Sell
265,251
-49,351
-16% -$1.2M ﹤0.01% 3783
2025
Q3 		$7.83M Buy
314,602
+182,926
+139% +$3.94M ﹤0.01% 3558
2025
Q2 		$3.03M Sell
131,676
-34,287
-21% -$794K ﹤0.01% 4393
2025
Q1 		$3.73M Sell
165,963
-136,072
-45% -$3.16M ﹤0.01% 4082
2024
Q4 		$5.9M Buy
302,035
+242,320
+406% +$4.8M ﹤0.01% 3633
2024
Q3 		$1.09M Buy
59,715
+22,408
+60% +$428K ﹤0.01% 4585
2024
Q2 		$648K Sell
37,307
-69,714
-65% -$1.23M ﹤0.01% 4795
2024
Q1 		$2.1M Sell
107,021
-2,610
-2% -$55.1K ﹤0.01% 3906
2023
Q4 		$2.52M Buy
109,631
+76,341
+229% +$1.71M ﹤0.01% 3558
2023
Q3 		$766K Sell
33,290
-22,777
-41% -$579K ﹤0.01% 4320
2023
Q2 		$1.46M Sell
56,067
-21,058
-27% -$556K ﹤0.01% 3847
2023
Q1 		$2.13M Buy
77,125
+62,478
+427% +$1.65M ﹤0.01% 3365
2022
Q4 		$333K Buy
14,647
+3,858
+36% +$107K ﹤0.01% 5035
2022
Q3 		$367K Sell
10,789
-38,876
-78% -$1.44M ﹤0.01% 4604
2022
Q2 		$1.45M Buy
49,665
+44,527
+867% +$1.13M ﹤0.01% 3409
2022
Q1 		$137K Sell
5,138
-8,759
-63% -$207K ﹤0.01% 5665
2021
Q4 		$359K Buy
13,897
+7,980
+135% +$199K ﹤0.01% 5242
2021
Q3 		$140K Buy
5,917
+1,544
+35% +$53.9K ﹤0.01% 5590
2021
Q2 		$194K Buy
+4,373
New +$161K ﹤0.01% 5371

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

UBS Group's PRVA Position: Q2 2026 in Review

UBS Group reduced its Privia Health (PRVA) stake by 25% in Q2 2026, selling an estimated $2.24M and leaving 285,210 shares worth $7.34M. The position accounts for ﹤0.01% of the portfolio, ranked #3786.

UBS Group first reported a position in PRVA in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.85M in Q1 2026. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • UBS Group held 285,210 shares of Privia Health worth $7.34M as of Q2 2026.
  • UBS Group sold 96,575 Privia Health shares in Q2 2026, an estimated $2.24M.
  • Privia Health made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3786 holding.
  • UBS Group first reported a position in Privia Health in Q2 2021 and has held it in 21 quarters since.
  • UBS Group's Privia Health position peaked at $7.85M in Q1 2026.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.