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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
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

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

Cassaday & Co Wealth Management's RVTY Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Revvity (RVTY) position steady in Q2 2026 at 964 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Cassaday & Co Wealth Management first reported a position in RVTY in Q4 2022 and has held it in 3 quarters since. The position peaked at $210K in Q4 2022. 543 funds tracked by Wall St. Rank hold RVTY as of Q2 2026.

  • Cassaday & Co Wealth Management held 964 shares of Revvity worth $107K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Revvity share count unchanged in Q2 2026.
  • Revvity made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #464 holding.
  • Cassaday & Co Wealth Management first reported a position in Revvity in Q4 2022 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Revvity position peaked at $210K in Q4 2022.
  • 543 funds tracked by Wall St. Rank held Revvity as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.