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Institute for Wealth Management’s Revvity RVTY Stock Holding History

Institute for Wealth 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
Q2 		$348K Sell
3,124
-170
-5% -$16.4K 0.03% 401
2026
Q1 		$289K Hold
3,294
– – 0.03% 434
2025
Q4 		$319K Sell
3,294
-206
-6% -$19.8K 0.03% 421
2025
Q3 		$307K Sell
3,500
-573
-14% -$52K 0.03% 447
2025
Q2 		$394K Sell
4,073
-35
-0.9% -$3.3K 0.04% 366
2025
Q1 		$435K Sell
4,108
-83
-2% -$9.57K 0.06% 321
2024
Q4 		$468K Sell
4,191
-190
-4% -$22.3K 0.06% 297
2024
Q3 		$560K Sell
4,381
-40
-0.9% -$4.7K 0.07% 273
2024
Q2 		$464K Sell
4,421
-109
-2% -$11.6K 0.06% 298
2024
Q1 		$476K Buy
4,530
+1
+0% +$106 0.06% 301
2023
Q4 		$495K Sell
4,529
-514
-10% -$49.6K 0.08% 270
2023
Q3 		$558K Sell
5,043
-175
-3% -$20.6K 0.1% 238
2023
Q2 		$620K Sell
5,218
-22
-0.4% -$2.7K 0.1% 226
2023
Q1 		$698K Sell
5,240
-406
-7% -$53.5K 0.13% 196
2022
Q4 		$792K Sell
5,646
-115
-2% -$15.5K 0.17% 169
2022
Q3 		$693K Hold
5,761
– – 0.16% 175
2022
Q2 		$819K Hold
5,761
– – 0.16% 164
2022
Q1 		$1M Sell
5,761
-113
-2% -$20.1K 0.16% 157
2021
Q4 		$1.18M Hold
5,874
– – 0.19% 136
2021
Q3 		$1.02M Sell
5,874
-45
-0.8% -$7.93K 0.18% 144
2021
Q2 		$914K Sell
5,919
-321
-5% -$45.1K 0.16% 165
2021
Q1 		$801K Hold
6,240
– – 0.15% 178
2020
Q4 		$895K Sell
6,240
-125
-2% -$16.6K 0.18% 149
2020
Q3 		$799K Sell
6,365
-33
-0.5% -$3.79K 0.18% 143
2020
Q2 		$628K Buy
6,398
+10
+0.2% +$914 0.15% 185
2020
Q1 		$481K Buy
6,388
+104
+2% +$9.23K 0.15% 195
2019
Q4 		$610K Buy
+6,284
New +$561K 0.14% 217

Other funds holding RVTY

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Institute for Wealth Management's RVTY Position: Q2 2026 in Review

Institute for Wealth Management reduced its Revvity (RVTY) stake by 5.2% in Q2 2026, selling an estimated $16.4K and leaving 3,124 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #401.

Institute for Wealth Management first reported a position in RVTY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.18M in Q4 2021. 542 funds tracked by Wall St. Rank hold RVTY as of Q2 2026.

  • Institute for Wealth Management held 3,124 shares of Revvity worth $348K as of Q2 2026.
  • Institute for Wealth Management sold 170 Revvity shares in Q2 2026, an estimated $16.4K.
  • Revvity made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #401 holding.
  • Institute for Wealth Management first reported a position in Revvity in Q4 2019 and has held it in 27 quarters since.
  • Institute for Wealth Management's Revvity position peaked at $1.18M in Q4 2021.
  • 542 funds tracked by Wall St. Rank held Revvity as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.