WWM
PRVA icon

Whalen Wealth Management’s Privia Health PRVA Stock Holding History

Whalen Wealth Management’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 		– Sell
-16,629
Closed -$342K – 216
2026
Q1 		$342K Buy
+16,629
New +$375K 0.18% 139

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 $3.38T AUM 44.17% 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

Whalen Wealth Management's PRVA Position: Q2 2026 in Review

Whalen Wealth Management sold out of Privia Health (PRVA) in Q2 2026, closing a stake of 16,629 shares — an estimated $342K sold.

Whalen Wealth Management first reported a position in PRVA in Q1 2026 and held it in 1 quarter. The position peaked at $342K in Q1 2026. 302 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

  • Whalen Wealth Management reported no remaining Privia Health position as of Q2 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 16,629 Privia Health shares in Q2 2026, an estimated $342K.
  • Whalen Wealth Management first reported a position in Privia Health in Q1 2026 and held it in 1 quarter.
  • Whalen Wealth Management's Privia Health position peaked at $342K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.