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Wealth Alliance’s Privia Health PRVA Stock Holding History

Wealth Alliance’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 		$341K Buy
13,234
+383
+3% +$8.87K 0.03% 421
2026
Q1 		$264K Sell
12,851
-20
-0.2% -$451 0.03% 466
2025
Q4 		$305K Buy
12,871
+892
+7% +$21.7K 0.03% 425
2025
Q3 		$298K Buy
11,979
+508
+4% +$10.9K 0.03% 418
2025
Q2 		$264K Buy
11,471
+860
+8% +$19.9K 0.03% 451
2025
Q1 		$238K Buy
+10,611
New +$247K 0.03% 455

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

Wealth Alliance's PRVA Position: Q2 2026 in Review

Wealth Alliance increased its Privia Health (PRVA) stake by 3% in Q2 2026, buying an estimated $8.87K and bringing the position to 13,234 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #421.

Wealth Alliance first reported a position in PRVA in Q1 2025 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Wealth Alliance held 13,234 shares of Privia Health worth $341K as of Q2 2026.
  • Wealth Alliance bought 383 Privia Health shares in Q2 2026, an estimated $8.87K.
  • Privia Health made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #421 holding.
  • Wealth Alliance first reported a position in Privia Health in Q1 2025 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.