Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Revvity RVTY Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$183K Buy
2,087
+355
+20% +$35.2K ﹤0.01% 2809
2025
Q4 		$168K Buy
1,732
+60
+4% +$5.76K ﹤0.01% 2706
2025
Q3 		$147K Sell
1,672
-852
-34% -$77.4K ﹤0.01% 2688
2025
Q2 		$244K Sell
2,524
-118
-4% -$11.1K ﹤0.01% 2004
2025
Q1 		$279K Sell
2,642
-199
-7% -$23K ﹤0.01% 1715
2024
Q4 		$317K Buy
2,841
+120
+4% +$14.1K ﹤0.01% 1563
2024
Q3 		$348K Buy
2,721
+24
+0.9% +$2.82K ﹤0.01% 1468
2024
Q2 		$283K Buy
2,697
+319
+13% +$33.9K ﹤0.01% 1420
2024
Q1 		$250K Buy
2,378
+83
+4% +$8.83K ﹤0.01% 1409
2023
Q4 		$251K Buy
2,295
+931
+68% +$89.8K ﹤0.01% 1317
2023
Q3 		$151K Sell
1,364
-307
-18% -$36.1K ﹤0.01% 1428
2023
Q2 		$198K Buy
1,671
+551
+49% +$67.7K ﹤0.01% 1258
2023
Q1 		$149K Buy
1,120
+165
+17% +$21.7K ﹤0.01% 1320
2022
Q4 		$134K Buy
955
+154
+19% +$20.7K ﹤0.01% 1259
2022
Q3 		$96K Sell
801
-515
-39% -$72.6K ﹤0.01% 1349
2022
Q2 		$187K Buy
1,316
+38
+3% +$5.69K ﹤0.01% 1070
2022
Q1 		$223K Buy
1,278
+302
+31% +$53.7K ﹤0.01% 999
2021
Q4 		$196K Buy
+976
New +$176K ﹤0.01% 1036
2021
Q2 		$20K Hold
129
– – ﹤0.01% 1802
2021
Q1 		$20K Hold
129
– – ﹤0.01% 1802
2020
Q4 		$20K Hold
129
– – ﹤0.01% 1802
2020
Q3 		$20K Hold
129
– – ﹤0.01% 1802
2020
Q2 		$20K Hold
129
– – ﹤0.01% 1801
2020
Q1 		$20K Hold
129
– – ﹤0.01% 1801
2019
Q4 		$20K Hold
129
– – ﹤0.01% 1801
2019
Q3 		$20K Hold
129
– – ﹤0.01% 1801
2019
Q2 		$20K Hold
129
– – ﹤0.01% 1801
2019
Q1 		$20K Buy
129
+118
+1,073% +$10.6K ﹤0.01% 1800
2018
Q4 		$1K Sell
11
-3
-21% -$253 ﹤0.01% 1977
2018
Q3 		$1K Hold
14
– – ﹤0.01% 1736
2018
Q2 		$1K Buy
+14
New +$1.05K ﹤0.01% 1582

Other funds holding RVTY

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RVTY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Revvity (RVTY) stake by 20% in Q1 2026, buying an estimated $35.2K and bringing the position to 2,087 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #2809.

Carson Wealth (CWM LLC) first reported a position in RVTY in Q2 2018 and has held it in 31 quarters since. The position peaked at $348K in Q3 2024. 503 funds tracked by Wall St. Rank hold RVTY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,087 shares of Revvity worth $183K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 355 Revvity shares in Q1 2026, an estimated $35.2K.
  • Revvity made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2809 holding.
  • Carson Wealth (CWM LLC) first reported a position in Revvity in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Revvity position peaked at $348K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held Revvity as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.