PWG
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Portside Wealth Group’s Revolve Group RVLV Stock Holding History

Portside Wealth Group’s Portfolio RVLV Stock Details RVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,775
Closed -$336K – 499
2025
Q3 		$336K Sell
15,775
-7,853
-33% -$171K 0.05% 346
2025
Q2 		$474K Buy
23,628
+4,958
+27% +$100K 0.07% 257
2025
Q1 		$401K Sell
18,670
-528
-3% -$14.7K 0.07% 264
2024
Q4 		$643K Sell
19,198
-812
-4% -$25.2K 0.11% 195
2024
Q3 		$496K Sell
20,010
-1,505
-7% -$31.6K 0.08% 229
2024
Q2 		$342K Sell
21,515
-694
-3% -$13.3K 0.07% 254
2024
Q1 		$470K Buy
22,209
+1,509
+7% +$26.5K 0.09% 222
2023
Q4 		$343K Buy
20,700
+1,697
+9% +$25K 0.06% 245
2023
Q3 		$259K Sell
19,003
-1,093
-5% -$17.4K 0.05% 271
2023
Q2 		$330K Buy
+20,096
New +$374K 0.06% 245

Other funds holding RVLV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return