Clearstead Trust’s Revvity RVTY Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-6	Closed	-$526	–	1436
2025 Q3	$526	Hold	6	–	–	﹤0.01%	1367
2025 Q2	$581	Buy	+6	New	+$565	﹤0.01%	1302

Other funds holding RVTY

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearstead Trust's RVTY Position: Q4 2025 in Review

Clearstead Trust sold out of Revvity (RVTY) in Q4 2025, closing a stake of 6 shares — an estimated $526 sold.

Clearstead Trust first reported a position in RVTY in Q2 2025 and held it in 2 quarters. The position peaked at $581 in Q2 2025. 511 funds tracked by Wall St. Rank hold RVTY as of Q4 2025.

Clearstead Trust reported no remaining Revvity position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 6 Revvity shares in Q4 2025, an estimated $526.
Clearstead Trust first reported a position in Revvity in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Revvity position peaked at $581 in Q2 2025.
511 funds tracked by Wall St. Rank held Revvity as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.