Plante Moran Financial Advisors, LLC
Position in PRVA — Privia Health Group, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in PRVA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,451
New position
Shares Held
173
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 298 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Health Information Services
Healthcare · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $25,066 across 8 Health Information Services names. PRVA ranks #3 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
215 | $12,454 | |
| 2 | VEEV |
Veeva Systems Inc
|
28 | $4,969 | |
| 3 | PRVA |
Privia Health Group, Inc.
This page
|
173 | $4,451 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
25 | $1,743 | |
| 5 | SDGR |
Schrodinger, Inc.
|
32 | $520 | |
| 6 | OMCL |
Omnicell, Inc.
|
11 | $456 | |
| 7 | CERT |
Certara, Inc.
|
64 | $419 | |
| 8 | HSTM |
Healthstream Inc
|
2 | $54 |
All Filings in PRVA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,451 | 173 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||