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GoalVest Advisory’s Revvity RVTY Stock Holding History

GoalVest Advisory’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
Q3 		$4.59K Buy
+30
New +$3.69K ﹤0.01% 575
2025
Q2 		– Sell
-3
Closed -$317 – 502
2025
Q1 		$317 Buy
+3
New +$346 ﹤0.01% 404
2022
Q2 		– Sell
-2
Closed – – 501
2022
Q1 		$0 Buy
+2
New +$355 ﹤0.01% 486

Other funds holding RVTY

CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GoalVest Advisory's RVTY Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Revvity (RVTY) in Q3 2026: 30 shares worth $4.59K. The stake represents ﹤0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in RVTY as recently as Q1 2025.

GoalVest Advisory first reported a position in RVTY in Q1 2022 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold RVTY as of Q3 2026.

  • GoalVest Advisory held 30 shares of Revvity worth $4.59K as of Q3 2026.
  • Revvity was a new GoalVest Advisory position in Q3 2026.
  • Revvity made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #575 holding.
  • GoalVest Advisory first reported a position in Revvity in Q1 2022 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Revvity as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.