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Wealthspire Advisors (New York)’s Privia Health PRVA Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-513
Closed -$12.8K – 2402
2025
Q3 		$12.8K Buy
+513
New +$11K ﹤0.01% 1895

Other funds holding PRVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s PRVA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Privia Health (PRVA) in Q4 2025, closing a stake of 513 shares — an estimated $12.8K sold.

Wealthspire Advisors (New York) first reported a position in PRVA in Q3 2025 and held it in 1 quarter. The position peaked at $12.8K in Q3 2025. 276 funds tracked by Wall St. Rank hold PRVA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Privia Health position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 513 Privia Health shares in Q4 2025, an estimated $12.8K.
  • Wealthspire Advisors (New York) first reported a position in Privia Health in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Privia Health position peaked at $12.8K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Privia Health as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.