Corient Private Wealth LLC

Position in PRVA — Privia Health Group, Inc.

CIK 1948780 MIAMI, FL

Position in PRVA

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$553,349

+$101,139 QoQ

Shares Held

21,506

-2.2% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#157

of 298 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Healthcare · as of Jun 30, 2026

Corient Private Wealth LLC holds $46,869,111 across 17 Health Information Services names. PRVA ranks #10 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	135,101	$23,976,374
2	TXG	10x Genomics, Inc.	191,079	$7,325,968
3	OMDA	Omada Health, Inc.	141,592	$3,107,944
4	OMCL	Omnicell, Inc.	62,810	$2,607,871
5	HQY	Healthequity, Inc.	27,415	$2,476,122
6	HTFL	Heartflow, Inc.	49,666	$1,457,200
7	PHR	Phreesia, Inc.	120,380	$1,238,710
8	WAY	Waystar Holding Corp.	59,509	$1,221,719

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$553,349	21,506	-2.2%	Shares	Sole	2026-08-17
2026-03-31	$452,210	21,984	-8.7%	Shares	Sole	2026-05-15
2025-12-31	$570,628	24,067	-15.0%	Shares	Sole	2026-03-09
2025-09-30	$705,367	28,328	-26.8%	Shares	Sole	2025-11-14
2025-06-30	$890,192	38,704	-49.1%	Shares	Sole	2025-09-26
2025-03-31	$1,707,232	76,046	+10.5%	Shares	Sole	2025-05-14
2024-12-31	$1,345,450	68,821	+589.8%	Shares	Sole	2025-02-10
2023-09-30	$229,471	9,977	-6.2%	Shares	Sole	2023-11-03
2023-06-30	$277,601	10,632	-0.6%	Shares	Sole	2023-08-10
2023-03-31	$295,427	10,700	-4.3%	Shares	Sole	2023-05-15
2022-12-31	$253,784	11,175	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.