Wellington Management Group
PRVA icon

Wellington Management Group’s Privia Health PRVA Stock Holding History

Wellington Management 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 		$54.8M Buy
2,130,289
+1,906,187
+851% +$44.2M 0.01% 730
2026
Q1 		$4.61M Sell
224,102
-9,344
-4% -$211K ﹤0.01% 1416
2025
Q4 		$5.54M Buy
233,446
+8,531
+4% +$208K ﹤0.01% 1389
2025
Q3 		$5.6M Buy
224,915
+7,959
+4% +$171K ﹤0.01% 1410
2025
Q2 		$4.99M Sell
216,956
-1,650,288
-88% -$38.2M ﹤0.01% 1382
2025
Q1 		$41.9M Sell
1,867,244
-27,921
-1% -$649K 0.01% 732
2024
Q4 		$37.1M Sell
1,895,165
-1,618,423
-46% -$32.1M 0.01% 791
2024
Q3 		$64M Sell
3,513,588
-1,922,875
-35% -$36.7M 0.01% 643
2024
Q2 		$94.5M Sell
5,436,463
-282,243
-5% -$5M 0.02% 555
2024
Q1 		$112M Buy
5,718,706
+1,375,634
+32% +$29.1M 0.02% 531
2023
Q4 		$100M Sell
4,343,072
-313,613
-7% -$7.02M 0.02% 562
2023
Q3 		$107M Buy
4,656,685
+45,639
+1% +$1.16M 0.02% 504
2023
Q2 		$120M Buy
+4,611,046
New +$122M 0.02% 500
2022
Q2 		– Sell
-23,359
Closed -$624K – 2168
2022
Q1 		$624K Buy
23,359
+3,999
+21% +$94.4K ﹤0.01% 1844
2021
Q4 		$501K Buy
+19,360
New +$483K ﹤0.01% 1983

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

Wellington Management Group's PRVA Position: Q2 2026 in Review

Wellington Management Group increased its Privia Health (PRVA) stake by 851% in Q2 2026, buying an estimated $44.2M and bringing the position to 2,130,289 shares worth $54.8M. The position accounts for 0.01% of the portfolio, ranked #730.

Wellington Management Group first reported a position in PRVA in Q4 2021 and has held it in 15 quarters since. The position peaked at $120M in Q2 2023. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Wellington Management Group held 2,130,289 shares of Privia Health worth $54.8M as of Q2 2026.
  • Wellington Management Group bought 1,906,187 Privia Health shares in Q2 2026, an estimated $44.2M.
  • Privia Health made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #730 holding.
  • Wellington Management Group first reported a position in Privia Health in Q4 2021 and has held it in 15 quarters since.
  • Wellington Management Group's Privia Health position peaked at $120M in Q2 2023.
  • 301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.