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Forum Financial Management’s Revvity RVTY Stock Holding History

Forum Financial Management’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 		– Sell
-2,317
Closed -$224K – 865
2025
Q4 		$224K Sell
2,317
-964
-29% -$92.5K ﹤0.01% 907
2025
Q3 		$288K Buy
3,281
+291
+10% +$26.4K ﹤0.01% 770
2025
Q2 		$289K Sell
2,990
-562
-16% -$53K ﹤0.01% 692
2025
Q1 		$376K Buy
3,552
+7
+0.2% +$807 0.01% 479
2024
Q4 		$396K Buy
3,545
+1,211
+52% +$142K 0.01% 482
2024
Q3 		$298K Buy
2,334
+1
+0% +$118 0.01% 521
2024
Q2 		$245K Buy
2,333
+2
+0.1% +$212 ﹤0.01% 574
2024
Q1 		$245K Hold
2,331
– – ﹤0.01% 600
2023
Q4 		$255K Buy
+2,331
New +$225K ﹤0.01% 532
2022
Q2 		– Sell
-1,300
Closed -$226K – 638
2022
Q1 		$226K Sell
1,300
-240
-16% -$42.6K 0.01% 515
2021
Q4 		$310K Buy
+1,540
New +$278K 0.02% 404

Other funds holding RVTY

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
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
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's RVTY Position: Q1 2026 in Review

Forum Financial Management sold out of Revvity (RVTY) in Q1 2026, closing a stake of 2,317 shares — an estimated $224K sold.

Forum Financial Management first reported a position in RVTY in Q4 2021 and held it in 11 quarters. The position peaked at $396K in Q4 2024. 503 funds tracked by Wall St. Rank hold RVTY as of Q1 2026.

  • Forum Financial Management reported no remaining Revvity position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,317 Revvity shares in Q1 2026, an estimated $224K.
  • Forum Financial Management first reported a position in Revvity in Q4 2021 and held it in 11 quarters.
  • Forum Financial Management's Revvity position peaked at $396K in Q4 2024.
  • 503 funds tracked by Wall St. Rank held Revvity as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.