IVC Wealth Advisors
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IVC Wealth Advisors’s Ralliant Corp RAL Stock Holding History

IVC Wealth Advisors’s Portfolio RAL Stock Details RAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.81M Sell
26,114
-1,028
-4% -$69.3K 0.72% 27
2026
Q2 		$2M Buy
27,142
+319
+1% +$17.8K 0.78% 26
2026
Q1 		$1.12M Buy
26,823
+4,611
+21% +$217K 0.48% 41
2025
Q4 		$1.13M Buy
22,212
+2,244
+11% +$105K 0.49% 41
2025
Q3 		$873K Buy
+19,968
New +$888K 0.39% 50

Other funds holding RAL

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
ARS Investment Partners
ARS Investment Partners New York $2.23B AUM 74.02% 1-Year Est. Return

IVC Wealth Advisors's RAL Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Ralliant Corp (RAL) stake by 3.8% in Q3 2026, selling an estimated $69.3K and leaving 26,114 shares worth $1.81M. The position accounts for 0.72% of the portfolio, ranked #27.

IVC Wealth Advisors first reported a position in RAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $2M in Q2 2026. 297 funds tracked by Wall St. Rank hold RAL as of Q3 2026.

  • IVC Wealth Advisors held 26,114 shares of Ralliant Corp worth $1.81M as of Q3 2026.
  • IVC Wealth Advisors sold 1,028 Ralliant Corp shares in Q3 2026, an estimated $69.3K.
  • Ralliant Corp made up 0.72% of IVC Wealth Advisors's portfolio in Q3 2026, its #27 holding.
  • IVC Wealth Advisors first reported a position in Ralliant Corp in Q3 2025 and has held it in 5 quarters since.
  • IVC Wealth Advisors's Ralliant Corp position peaked at $2M in Q2 2026.
  • 297 funds tracked by Wall St. Rank held Ralliant Corp as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.