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Asset Planning Inc’s Revvity RVTY Stock Holding History

Asset Planning Inc’s Portfolio RVTY Stock Details RVTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-101
Closed -$8.81K – 340
2026
Q1 		$8.81K Buy
101
+1
+1% +$99 0.01% 237
2025
Q4 		$9.72K Hold
100
– – 0.01% 231
2025
Q3 		$8.8K Hold
100
– – 0.01% 239
2025
Q2 		$9.7K Hold
100
– – 0.01% 236
2025
Q1 		$10.6K Hold
100
– – 0.01% 239
2024
Q4 		$11.2K Buy
+100
New +$11.8K 0.01% 235

Other funds holding RVTY

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Asset Planning Inc's RVTY Position: Q2 2026 in Review

Asset Planning Inc sold out of Revvity (RVTY) in Q2 2026, closing a stake of 101 shares — an estimated $8.81K sold.

Asset Planning Inc first reported a position in RVTY in Q4 2024 and held it in 6 quarters. The position peaked at $11.2K in Q4 2024. 543 funds tracked by Wall St. Rank hold RVTY as of Q2 2026.

  • Asset Planning Inc reported no remaining Revvity position as of Q2 2026 after selling out during the quarter.
  • Asset Planning Inc sold 101 Revvity shares in Q2 2026, an estimated $8.81K.
  • Asset Planning Inc first reported a position in Revvity in Q4 2024 and held it in 6 quarters.
  • Asset Planning Inc's Revvity position peaked at $11.2K in Q4 2024.
  • 543 funds tracked by Wall St. Rank held Revvity as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.