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Cascade Financial Partners’s Revvity RVTY Stock Holding History

Cascade Financial Partners’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 		$14.3M Hold
162,671
– – 1.47% 12
2025
Q4 		$15.7M Sell
162,671
-24,000
-13% -$2.3M 1.6% 10
2025
Q3 		$16.4M Hold
186,671
– – 1.88% 8
2025
Q2 		$18.1M Hold
186,671
– – 2.17% 6
2025
Q1 		$19.7M Hold
186,671
– – 2.49% 6
2024
Q4 		$20.8M Sell
186,671
-7,594
-4% -$892K 2.72% 6
2024
Q3 		$23.1M Sell
194,265
-900
-0.5% -$106K 2.89% 6
2024
Q2 		$20.5M Hold
195,165
– – 2.69% 6
2024
Q1 		$20.2M Buy
+195,165
New +$20.8M 2.91% 6

Other funds holding RVTY

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cascade Financial Partners's RVTY Position: Q1 2026 in Review

Cascade Financial Partners held its Revvity (RVTY) position steady in Q1 2026 at 162,671 shares worth $14.3M. The position accounts for 1.47% of the portfolio, ranked #12.

Cascade Financial Partners first reported a position in RVTY in Q1 2024 and has held it in 9 quarters since. The position peaked at $23.1M in Q3 2024. 500 funds tracked by Wall St. Rank hold RVTY as of Q1 2026.

  • Cascade Financial Partners held 162,671 shares of Revvity worth $14.3M as of Q1 2026.
  • Cascade Financial Partners left its Revvity share count unchanged in Q1 2026.
  • Revvity made up 1.47% of Cascade Financial Partners's portfolio in Q1 2026, its #12 holding.
  • Cascade Financial Partners first reported a position in Revvity in Q1 2024 and has held it in 9 quarters since.
  • Cascade Financial Partners's Revvity position peaked at $23.1M in Q3 2024.
  • 500 funds tracked by Wall St. Rank held Revvity as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.