Net Worth Advisory Group
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Net Worth Advisory Group’s Red Violet RDVT Stock Holding History

Net Worth Advisory Group’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
Q3 		$247K Sell
3,075
-1,020
-25% -$72K 0.06% 351
2026
Q2 		$261K Buy
+4,095
New +$194K 0.07% 319

Other funds holding RDVT

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Net Worth Advisory Group's RDVT Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Red Violet (RDVT) stake by 25% in Q3 2026, selling an estimated $72K and leaving 3,075 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #351.

Net Worth Advisory Group first reported a position in RDVT in Q2 2026 and has held it in 2 quarters since. The position peaked at $261K in Q2 2026. 31 funds tracked by Wall St. Rank hold RDVT as of Q3 2026.

  • Net Worth Advisory Group held 3,075 shares of Red Violet worth $247K as of Q3 2026.
  • Net Worth Advisory Group sold 1,020 Red Violet shares in Q3 2026, an estimated $72K.
  • Red Violet made up 0.06% of Net Worth Advisory Group's portfolio in Q3 2026, its #351 holding.
  • Net Worth Advisory Group first reported a position in Red Violet in Q2 2026 and has held it in 2 quarters since.
  • Net Worth Advisory Group's Red Violet position peaked at $261K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Red Violet as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.