Naviter Wealth’s RELX RELX Stock Holding History

Naviter Wealth’s Portfolio RELX Stock Details RELX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.22M	Buy	36,916 +3,543	+11%	+$125K	0.15%	142
2025 Q4	$1.35M	Sell	33,373 -11,862	-26%	-$506K	0.18%	137
2025 Q3	$2.16M	Buy	45,235 +1,712	+4%	+$84.7K	0.25%	101
2025 Q2	$2.37M	Buy	43,523 +1,973	+5%	+$104K	0.29%	89
2025 Q1	$2.08M	Buy	41,550 +557	+1%	+$27.3K	0.25%	110
2024 Q4	$1.86M	Sell	40,993 -1,537	-4%	-$72K	0.22%	120
2024 Q3	$2.02M	Buy	42,530 +975	+2%	+$45.2K	0.28%	105
2024 Q2	$1.91M	Buy	41,555 +3,332	+9%	+$145K	0.28%	101
2024 Q1	$1.65M	Buy	38,223 +6,841	+22%	+$289K	0.27%	106
2023 Q4	$1.24M	Buy	31,382 +5,187	+20%	+$191K	0.25%	110
2023 Q3	$883K	Buy	26,195 +1,523	+6%	+$50.3K	0.21%	119
2023 Q2	$825K	Buy	24,672 +2,517	+11%	+$81K	0.21%	125
2023 Q1	$719K	Sell	22,155 -304	-1%	-$9.12K	0.25%	114
2022 Q4	$659K	Buy	22,459 +2,509	+13%	+$67.6K	0.18%	129
2022 Q3	$485K	Buy	19,950 +1,019	+5%	+$27.7K	0.2%	124
2022 Q2	$510K	Buy	+18,931	New	+$545K	0.21%	119

Other funds holding RELX

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return