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Clearstead Advisors’s Revolve Group RVLV Stock Holding History

Clearstead Advisors’s Portfolio RVLV Stock Details RVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$566 Hold
25
– – ﹤0.01% 2109
2025
Q4 		$755 Sell
25
-7
-22% -$169 ﹤0.01% 2263
2025
Q3 		$682 Sell
32
-125
-80% -$2.73K ﹤0.01% 2685
2025
Q2 		$3.15K Hold
157
– – ﹤0.01% 2231
2025
Q1 		$3.37K Buy
157
+107
+214% +$2.97K ﹤0.01% 1806
2024
Q4 		$1.68K Hold
50
– – ﹤0.01% 1869
2024
Q3 		$1.24K Hold
50
– – ﹤0.01% 1893
2024
Q2 		$796 Hold
50
– – ﹤0.01% 1914
2024
Q1 		$1.09K Buy
+50
New +$877 ﹤0.01% 1395
2021
Q4 		– Sell
-164
Closed -$10K – 1413
2021
Q3 		$10K Buy
+164
New +$10.7K ﹤0.01% 949

Other funds holding RVLV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return