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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
Q2 		$18.1M Hold
162,671
– – 1.57% 8
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 $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

Cascade Financial Partners's RVTY Position: Q2 2026 in Review

Cascade Financial Partners held its Revvity (RVTY) position steady in Q2 2026 at 162,671 shares worth $18.1M. The position accounts for 1.57% of the portfolio, ranked #8.

Cascade Financial Partners first reported a position in RVTY in Q1 2024 and has held it in 10 quarters since. The position peaked at $23.1M in Q3 2024. 543 funds tracked by Wall St. Rank hold RVTY as of Q2 2026.

  • Cascade Financial Partners held 162,671 shares of Revvity worth $18.1M as of Q2 2026.
  • Cascade Financial Partners left its Revvity share count unchanged in Q2 2026.
  • Revvity made up 1.57% of Cascade Financial Partners's portfolio in Q2 2026, its #8 holding.
  • Cascade Financial Partners first reported a position in Revvity in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Revvity position peaked at $23.1M in Q3 2024.
  • 543 funds tracked by Wall St. Rank held Revvity as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.