IWA
RAL

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

IVC Wealth Advisors's RAL Position: Q2 2026 in Review

IVC Wealth Advisors increased its Ralliant Corp (RAL) stake by 1.2% in Q2 2026, buying an estimated $17.8K and bringing the position to 27,142 shares worth $2M. The position accounts for 0.78% of the portfolio, ranked #26.

IVC Wealth Advisors first reported a position in RAL in Q3 2025 and has held it in 4 quarters since. 534 funds tracked by Wall St. Rank hold RAL as of Q2 2026.

  • IVC Wealth Advisors held 27,142 shares of Ralliant Corp worth $2M as of Q2 2026.
  • IVC Wealth Advisors bought 319 Ralliant Corp shares in Q2 2026, an estimated $17.8K.
  • Ralliant Corp made up 0.78% of IVC Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • IVC Wealth Advisors first reported a position in Ralliant Corp in Q3 2025 and has held it in 4 quarters since.
  • 534 funds tracked by Wall St. Rank held Ralliant Corp as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.