Wells Fargo
PRVA icon

Wells Fargo’s Privia Health PRVA Stock Holding History

Wells Fargo’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
Q1 		$1.52M Sell
74,012
-78,528
-51% -$1.77M ﹤0.01% 3481
2025
Q4 		$3.62M Buy
152,540
+56,511
+59% +$1.38M ﹤0.01% 2969
2025
Q3 		$2.39M Sell
96,029
-4,541
-5% -$97.7K ﹤0.01% 3194
2025
Q2 		$2.31M Sell
100,570
-7,529
-7% -$174K ﹤0.01% 3120
2025
Q1 		$2.43M Buy
108,099
+59,429
+122% +$1.38M ﹤0.01% 3017
2024
Q4 		$951K Buy
48,670
+16,357
+51% +$324K ﹤0.01% 3745
2024
Q3 		$588K Sell
32,313
-906
-3% -$17.3K ﹤0.01% 3886
2024
Q2 		$577K Sell
33,219
-2,141
-6% -$37.9K ﹤0.01% 3821
2024
Q1 		$693K Buy
35,360
+4,536
+15% +$95.8K ﹤0.01% 3675
2023
Q4 		$710K Buy
30,824
+5,626
+22% +$126K ﹤0.01% 3636
2023
Q3 		$580K Sell
25,198
-62,224
-71% -$1.58M ﹤0.01% 3668
2023
Q2 		$2.28M Buy
87,422
+25,634
+41% +$677K ﹤0.01% 2790
2023
Q1 		$1.71M Buy
61,788
+14,647
+31% +$387K ﹤0.01% 2999
2022
Q4 		$1.07M Sell
47,141
-33,117
-41% -$922K ﹤0.01% 3202
2022
Q3 		$2.73M Buy
80,258
+49,436
+160% +$1.83M ﹤0.01% 2466
2022
Q2 		$897K Sell
30,822
-80,448
-72% -$2.05M ﹤0.01% 3354
2022
Q1 		$2.97M Buy
111,270
+17,975
+19% +$424K ﹤0.01% 2913
2021
Q4 		$2.41M Sell
93,295
-238,937
-72% -$5.96M ﹤0.01% 3301
2021
Q3 		$7.83M Buy
332,232
+157,928
+91% +$5.51M ﹤0.01% 2434
2021
Q2 		$7.73M Buy
+174,304
New +$6.43M ﹤0.01% 2452

Other funds holding PRVA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return