GoalVest Advisory’s Rezolve AI RZLV Stock Holding History

GoalVest Advisory’s Portfolio RZLV Stock Details RZLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-500	Closed	-$1.28K	–	557
2025 Q4	$1.28K	Buy	+500	New	+$1.89K	﹤0.01%	499

Other funds holding RZLV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GCM

Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GoalVest Advisory's RZLV Position: Q1 2026 in Review

GoalVest Advisory sold out of Rezolve AI (RZLV) in Q1 2026, closing a stake of 500 shares — an estimated $1.28K sold.

GoalVest Advisory first reported a position in RZLV in Q4 2025 and held it in 1 quarter. The position peaked at $1.28K in Q4 2025. 139 funds tracked by Wall St. Rank hold RZLV as of Q1 2026.

GoalVest Advisory reported no remaining Rezolve AI position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 500 Rezolve AI shares in Q1 2026, an estimated $1.28K.
GoalVest Advisory first reported a position in Rezolve AI in Q4 2025 and held it in 1 quarter.
GoalVest Advisory's Rezolve AI position peaked at $1.28K in Q4 2025.
139 funds tracked by Wall St. Rank held Rezolve AI as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.