Clearstead Advisors’s Revvity RVTY Stock Holding History

Clearstead Advisors’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 Q1	$1.05K	Buy	12 +5	+71%	+$495	﹤0.01%	2032
2025 Q4	$678	Sell	7 -68	-91%	-$6.53K	﹤0.01%	2276
2025 Q3	$6.57K	Buy	+75	New	+$6.81K	﹤0.01%	2061
2025 Q2	–	Sell	-5	Closed	-$529	–	2862
2025 Q1	$529	Buy	+5	New	+$577	﹤0.01%	2064
2024 Q4	–	Sell	-13	Closed	-$1.53K	–	2094
2024 Q3	$1.66K	Buy	+13	New	+$1.53K	﹤0.01%	1857
2023 Q4	–	Sell	-42	Closed	-$4.65K	–	1625
2023 Q3	$4.65K	Buy	+42	New	+$4.94K	﹤0.01%	1257
2023 Q2	–	Sell	-8	Closed	-$1.07K	–	1430
2023 Q1	$1.07K	Buy	+8	New	+$1.05K	﹤0.01%	1231
2021 Q3	–	Sell	-613	Closed	-$95K	–	1368
2021 Q2	$95K	Buy	613 +17	+3%	+$2.39K	0.01%	460
2021 Q1	$76K	Hold	596	–	–	0.01%	485
2020 Q4	$86K	Hold	596	–	–	0.01%	442
2020 Q3	$75K	Hold	596	–	–	0.01%	406
2020 Q2	$58K	Hold	596	–	–	0.01%	413
2020 Q1	$45K	Buy	+596	New	+$52.9K	0.01%	419

Other funds holding RVTY

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return