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Madrona Financial Services’s Red Violet RDVT Stock Holding History

Madrona Financial Services’s Portfolio RDVT Stock Details RDVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Sell
30,527
-6,806
-18% -$322K 0.36% 37
2026
Q1 		$1.29M Buy
37,333
+565
+2% +$24.8K 0.28% 43
2025
Q4 		$2.09M Buy
+36,768
New +$1.99M 0.45% 32

Other funds holding RDVT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Madrona Financial Services's RDVT Position: Q2 2026 in Review

Madrona Financial Services reduced its Red Violet (RDVT) stake by 18% in Q2 2026, selling an estimated $322K and leaving 30,527 shares worth $1.95M. The position accounts for 0.36% of the portfolio, ranked #37.

Madrona Financial Services first reported a position in RDVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.09M in Q4 2025. 14 funds tracked by Wall St. Rank hold RDVT as of Q2 2026.

  • Madrona Financial Services held 30,527 shares of Red Violet worth $1.95M as of Q2 2026.
  • Madrona Financial Services sold 6,806 Red Violet shares in Q2 2026, an estimated $322K.
  • Red Violet made up 0.36% of Madrona Financial Services's portfolio in Q2 2026, its #37 holding.
  • Madrona Financial Services first reported a position in Red Violet in Q4 2025 and has held it in 3 quarters since.
  • Madrona Financial Services's Red Violet position peaked at $2.09M in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Red Violet as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.