Geode Capital Management
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Geode Capital Management’s Revolution Medicines RVMD Stock Holding History

Geode Capital 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 		$737M Buy
3,942,676
+604,534
+18% +$88.3M 0.04% 364
2026
Q1 		$324M Buy
3,338,142
+176,179
+6% +$17.8M 0.02% 563
2025
Q4 		$252M Buy
3,161,963
+16,323
+0.5% +$1.07M 0.02% 640
2025
Q3 		$147M Buy
3,145,640
+151,774
+5% +$5.94M 0.01% 849
2025
Q2 		$110M Sell
2,993,866
-1,148,548
-28% -$44.1M 0.01% 969
2025
Q1 		$147M Buy
4,142,414
+56,215
+1% +$2.28M 0.01% 763
2024
Q4 		$180M Buy
4,086,199
+459,174
+13% +$23.2M 0.01% 672
2024
Q3 		$165M Buy
3,627,025
+291,369
+9% +$12.7M 0.01% 700
2024
Q2 		$129M Buy
3,335,656
+282,965
+9% +$10.6M 0.01% 770
2024
Q1 		$98.4M Buy
3,052,691
+73,907
+2% +$2.19M 0.01% 929
2023
Q4 		$85.4M Buy
2,978,784
+906,052
+44% +$21.8M 0.01% 960
2023
Q3 		$57.4M Buy
2,072,732
+124,272
+6% +$3.69M 0.01% 1141
2023
Q2 		$52.1M Buy
1,948,460
+214,383
+12% +$5.26M 0.01% 1210
2023
Q1 		$37.6M Buy
1,734,077
+287,221
+20% +$7.07M ﹤0.01% 1383
2022
Q4 		$34.5M Buy
1,446,856
+68,304
+5% +$1.45M ﹤0.01% 1401
2022
Q3 		$27.2M Buy
1,378,552
+212,794
+18% +$4.68M ﹤0.01% 1524
2022
Q2 		$22.7M Buy
1,165,758
+44,817
+4% +$872K ﹤0.01% 1673
2022
Q1 		$28.6M Buy
1,120,941
+17,444
+2% +$380K ﹤0.01% 1647
2021
Q4 		$27.8M Buy
1,103,497
+22,558
+2% +$636K ﹤0.01% 1735
2021
Q3 		$29.7M Buy
1,080,939
+136,881
+14% +$3.98M ﹤0.01% 1701
2021
Q2 		$30M Buy
944,058
+165,458
+21% +$5.77M ﹤0.01% 1695
2021
Q1 		$35.7M Buy
778,600
+136,235
+21% +$6.11M 0.01% 1484
2020
Q4 		$25.4M Buy
642,365
+16,265
+3% +$643K ﹤0.01% 1571
2020
Q3 		$21.8M Buy
626,100
+370,940
+145% +$10.3M ﹤0.01% 1481
2020
Q2 		$8.05M Buy
255,160
+134,282
+111% +$4.22M ﹤0.01% 2062
2020
Q1 		$2.65M Buy
+120,878
New +$3.35M ﹤0.01% 2519

Other funds holding RVMD

BlackRock
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
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
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NI
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

Geode Capital Management's RVMD Position: Q2 2026 in Review

Geode Capital Management increased its Revolution Medicines (RVMD) stake by 18% in Q2 2026, buying an estimated $88.3M and bringing the position to 3,942,676 shares worth $737M. The position accounts for 0.04% of the portfolio, ranked #364.

Geode Capital Management first reported a position in RVMD in Q1 2020 and has held it in 26 quarters since. 690 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • Geode Capital Management held 3,942,676 shares of Revolution Medicines worth $737M as of Q2 2026.
  • Geode Capital Management bought 604,534 Revolution Medicines shares in Q2 2026, an estimated $88.3M.
  • Revolution Medicines made up 0.04% of Geode Capital Management's portfolio in Q2 2026, its #364 holding.
  • Geode Capital Management first reported a position in Revolution Medicines in Q1 2020 and has held it in 26 quarters since.
  • 690 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.