EWA
RDVT icon

EverSource Wealth Advisors’s Red Violet RDVT Stock Holding History

EverSource Wealth 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 		$10.4K Buy
164
+13
+9% +$615 ﹤0.01% 2884
2026
Q1 		$5.22K Sell
151
-317
-68% -$13.9K ﹤0.01% 3250
2025
Q4 		$26.7K Buy
468
+377
+414% +$20.4K ﹤0.01% 2195
2025
Q3 		$4.75K Hold
91
– – ﹤0.01% 3173
2025
Q2 		$4.48K Buy
91
+36
+65% +$1.57K ﹤0.01% 3206
2025
Q1 		$2.07K Buy
55
+53
+2,650% +$2K ﹤0.01% 2917
2024
Q4 		$72 Buy
+2
New +$67 ﹤0.01% 3596

Other funds holding RDVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TI
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
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EverSource Wealth Advisors's RDVT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Red Violet (RDVT) stake by 8.6% in Q2 2026, buying an estimated $615 and bringing the position to 164 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2884.

EverSource Wealth Advisors first reported a position in RDVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.7K in Q4 2025. 173 funds tracked by Wall St. Rank hold RDVT as of Q2 2026.

  • EverSource Wealth Advisors held 164 shares of Red Violet worth $10.4K as of Q2 2026.
  • EverSource Wealth Advisors bought 13 Red Violet shares in Q2 2026, an estimated $615.
  • Red Violet made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2884 holding.
  • EverSource Wealth Advisors first reported a position in Red Violet in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Red Violet position peaked at $26.7K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Red Violet as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.