Cassaday & Co Wealth Management
RVTY icon

Cassaday & Co Wealth Management’s Revvity RVTY Stock Holding History

Cassaday & Co Wealth Management’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
Q3 		$147K Hold
964
– – ﹤0.01% 410
2026
Q2 		$107K Hold
964
– – ﹤0.01% 464
2026
Q1 		$84.5K Buy
+964
New +$95.5K ﹤0.01% 499
2023
Q1 		– Sell
-1,495
Closed -$210K – 262
2022
Q4 		$210K Buy
+1,495
New +$201K 0.01% 235

Other funds holding RVTY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cassaday & Co Wealth Management's RVTY Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its Revvity (RVTY) position steady in Q3 2026 at 964 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Cassaday & Co Wealth Management first reported a position in RVTY in Q4 2022 and has held it in 4 quarters since. The position peaked at $210K in Q4 2022. 345 funds tracked by Wall St. Rank hold RVTY as of Q3 2026.

  • Cassaday & Co Wealth Management held 964 shares of Revvity worth $147K as of Q3 2026.
  • Cassaday & Co Wealth Management left its Revvity share count unchanged in Q3 2026.
  • Revvity made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #410 holding.
  • Cassaday & Co Wealth Management first reported a position in Revvity in Q4 2022 and has held it in 4 quarters since.
  • Cassaday & Co Wealth Management's Revvity position peaked at $210K in Q4 2022.
  • 345 funds tracked by Wall St. Rank held Revvity as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.