Erste Asset Management’s Revolution Medicines RVMD Stock Holding History

Erste Asset Management’s Portfolio RVMD Stock Details RVMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4M	Hold	59,400	–	–	0.09%	204
2026 Q1	$5.51M	Buy	59,400 +20,000	+51%	+$2.02M	0.05%	262
2025 Q4	$3.17M	Hold	39,400	–	–	0.03%	309
2025 Q3	$1.82M	Hold	39,400	–	–	0.02%	353
2025 Q2	$1.45M	Buy	39,400 +12,000	+44%	+$461K	0.01%	434
2025 Q1	$1.02M	Hold	27,400	–	–	0.01%	373
2024 Q4	$1.21M	Hold	27,400	–	–	0.01%	364
2024 Q3	$1.21M	Hold	27,400	–	–	0.01%	372
2024 Q2	$1.06M	Hold	27,400	–	–	0.01%	369
2024 Q1	$869K	Hold	27,400	–	–	0.01%	377
2023 Q4	$805K	Buy	27,400 +10,000	+57%	+$240K	0.01%	389
2023 Q3	$491K	Hold	17,400	–	–	0.01%	409
2023 Q2	$456K	Hold	17,400	–	–	0.01%	422
2023 Q1	$373K	Hold	17,400	–	–	0.01%	452
2022 Q4	$418K	Hold	17,400	–	–	0.01%	439
2022 Q3	$340K	Hold	17,400	–	–	0.01%	460
2022 Q2	$332K	Hold	17,400	–	–	0.01%	471
2022 Q1	$445K	Hold	17,400	–	–	0.01%	447
2021 Q4	$448K	Hold	17,400	–	–	0.01%	436
2021 Q3	$482K	Hold	17,400	–	–	0.01%	417
2021 Q2	$556K	Hold	17,400	–	–	0.01%	398
2021 Q1	$764K	Hold	17,400	–	–	0.02%	350
2020 Q4	$703K	Buy	+17,400	New	+$688K	0.02%	362

Other funds holding RVMD

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

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

DGM

Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

Erste Asset Management's RVMD Position: Q2 2026 in Review

Erste Asset Management held its Revolution Medicines (RVMD) position steady in Q2 2026 at 59,400 shares worth $11.4M. The position accounts for 0.09% of the portfolio, ranked #204.

Erste Asset Management first reported a position in RVMD in Q4 2020 and has held it in 23 quarters since. 690 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

Erste Asset Management held 59,400 shares of Revolution Medicines worth $11.4M as of Q2 2026.
Erste Asset Management left its Revolution Medicines share count unchanged in Q2 2026.
Revolution Medicines made up 0.09% of Erste Asset Management's portfolio in Q2 2026, its #204 holding.
Erste Asset Management first reported a position in Revolution Medicines in Q4 2020 and has held it in 23 quarters since.
690 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.