Wealth Enhancement Advisory Services
PRVA icon

Wealth Enhancement Advisory Services’s Privia Health PRVA Stock Holding History

Wealth Enhancement Advisory Services’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 		$378K Buy
13,741
+1,192
+9% +$27.6K ﹤0.01% 2969
2026
Q1 		$266K Buy
+12,549
New +$283K ﹤0.01% 2889

Other funds holding PRVA

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's PRVA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Privia Health (PRVA) stake by 9.5% in Q2 2026, buying an estimated $27.6K and bringing the position to 13,741 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #2969.

Wealth Enhancement Advisory Services first reported a position in PRVA in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,741 shares of Privia Health worth $378K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,192 Privia Health shares in Q2 2026, an estimated $27.6K.
  • Privia Health made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2969 holding.
  • Wealth Enhancement Advisory Services first reported a position in Privia Health in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.