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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Revvity RVTY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		$259K Hold
2,327
– – 0.07% 156
2026
Q1 		$204K Sell
2,327
-167
-7% -$16.5K 0.06% 167
2025
Q4 		$241K Sell
2,494
-380
-13% -$36.5K 0.07% 157
2025
Q3 		$252K Buy
2,874
+772
+37% +$70.1K 0.08% 136
2025
Q2 		$203K Buy
2,102
+1,772
+537% +$167K 0.07% 141
2025
Q1 		$35K Hold
330
– – 0.01% 296
2024
Q4 		$36.9K Hold
330
– – 0.01% 288
2024
Q3 		$42.2K Buy
+330
New +$38.8K 0.02% 235

Other funds holding RVTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s RVTY Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Revvity (RVTY) position steady in Q2 2026 at 2,327 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #156.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in RVTY in Q3 2024 and has held it in 8 quarters since. 271 funds tracked by Wall St. Rank hold RVTY as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,327 shares of Revvity worth $259K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Revvity share count unchanged in Q2 2026.
  • Revvity made up 0.07% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #156 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Revvity in Q3 2024 and has held it in 8 quarters since.
  • 271 funds tracked by Wall St. Rank held Revvity as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.