Clearstead Advisors’s Red Violet RDVT Stock Holding History

Clearstead Advisors’s Portfolio RDVT Stock Details RDVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.91K	Buy	30 +20	+200%	+$946	﹤0.01%	2497
2026 Q1	$346	Hold	10	–	–	﹤0.01%	2137
2025 Q4	$570	Buy	+10	New	+$542	﹤0.01%	2298
2025 Q3	–	Sell	-2	Closed	-$99	–	3216
2025 Q2	$99	Sell	2 -99	-98%	-$4.32K	﹤0.01%	2624
2025 Q1	$3.79K	Buy	101 +1	+1%	+$38	﹤0.01%	1795
2024 Q4	$3.62K	Hold	100	–	–	﹤0.01%	1774
2024 Q3	$2.85K	Hold	100	–	–	﹤0.01%	1796
2024 Q2	$2.54K	Hold	100	–	–	﹤0.01%	1789
2024 Q1	$2.1K	Hold	100	–	–	﹤0.01%	1304
2023 Q4	$2K	Hold	100	–	–	﹤0.01%	1286
2023 Q3	$2K	Hold	100	–	–	﹤0.01%	1244
2023 Q2	$2.06K	Hold	100	–	–	﹤0.01%	1144
2023 Q1	$1.76K	Hold	100	–	–	﹤0.01%	1155
2022 Q4	$2.3K	Hold	100	–	–	﹤0.01%	1069
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	1096
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	1126
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	1156
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	1028
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	1094
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	1071
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	976
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	855
2020 Q3	$2K	Buy	+100	New	+$1.8K	﹤0.01%	823

Other funds holding RDVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

OAM

Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clearstead Advisors's RDVT Position: Q2 2026 in Review

Clearstead Advisors increased its Red Violet (RDVT) stake by 200% in Q2 2026, buying an estimated $946 and bringing the position to 30 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Clearstead Advisors first reported a position in RDVT in Q3 2020 and has held it in 23 quarters since. The position peaked at $4K in Q4 2021. 173 funds tracked by Wall St. Rank hold RDVT as of Q2 2026.

Clearstead Advisors held 30 shares of Red Violet worth $1.91K as of Q2 2026.
Clearstead Advisors bought 20 Red Violet shares in Q2 2026, an estimated $946.
Red Violet made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2497 holding.
Clearstead Advisors first reported a position in Red Violet in Q3 2020 and has held it in 23 quarters since.
Clearstead Advisors's Red Violet position peaked at $4K in Q4 2021.
173 funds tracked by Wall St. Rank held Red Violet as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.