Physician Wealth Advisors’s Red Violet RDVT Stock Holding History

Physician Wealth Advisors’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	–	Sell	-12	Closed	-$416	–	2432
2026 Q1	$416	Buy	+12	New	+$528	﹤0.01%	1979

Other funds holding RDVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

OAM

Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Physician Wealth Advisors's RDVT Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Red Violet (RDVT) in Q2 2026, closing a stake of 12 shares — an estimated $416 sold.

Physician Wealth Advisors first reported a position in RDVT in Q1 2026 and held it in 1 quarter. The position peaked at $416 in Q1 2026. 173 funds tracked by Wall St. Rank hold RDVT as of Q2 2026.

Physician Wealth Advisors reported no remaining Red Violet position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 12 Red Violet shares in Q2 2026, an estimated $416.
Physician Wealth Advisors first reported a position in Red Violet in Q1 2026 and held it in 1 quarter.
Physician Wealth Advisors's Red Violet position peaked at $416 in Q1 2026.
173 funds tracked by Wall St. Rank held Red Violet as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.