Heritage Wealth Advisors
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Heritage Wealth Advisors’s Revvity RVTY Stock Holding History

Heritage Wealth Advisors’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 		– Sell
-60
Closed -$6.68K – 522
2026
Q2 		$6.68K Hold
60
– – ﹤0.01% 551
2026
Q1 		$5.26K Buy
+60
New +$5.94K ﹤0.01% 565
2021
Q2 		– Sell
-2,650
Closed -$340K – 586
2021
Q1 		$340K Hold
2,650
– – 0.02% 168
2020
Q4 		$380K Buy
+2,650
New +$353K 0.02% 151

Other funds holding RVTY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Heritage Wealth Advisors's RVTY Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Revvity (RVTY) in Q3 2026, closing a stake of 60 shares — an estimated $6.68K sold.

Heritage Wealth Advisors first reported a position in RVTY in Q4 2020 and held it in 4 quarters. The position peaked at $380K in Q4 2020. 306 funds tracked by Wall St. Rank hold RVTY as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining Revvity position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 60 Revvity shares in Q3 2026, an estimated $6.68K.
  • Heritage Wealth Advisors first reported a position in Revvity in Q4 2020 and held it in 4 quarters.
  • Heritage Wealth Advisors's Revvity position peaked at $380K in Q4 2020.
  • 306 funds tracked by Wall St. Rank held Revvity as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.