Rise Advisors’s Revvity RVTY Stock Holding History

Rise Advisors’s Portfolio RVTY Stock Details RVTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-123	Closed	-$10.7K	–	1172
2025 Q3	$10.7K	Buy	123 +1	+0.8%	+$91	﹤0.01%	950
2025 Q2	$11.8K	Hold	122	–	–	﹤0.01%	883
2025 Q1	$12.9K	Sell	122 -18	-13%	-$2.08K	0.01%	799
2024 Q4	$15.7K	Sell	140 -16	-10%	-$1.88K	0.01%	803
2024 Q3	$20K	Hold	156	–	–	0.01%	689
2024 Q2	$16.4K	Hold	156	–	–	0.01%	773
2024 Q1	$16.4K	Buy	156 +137	+721%	+$14.6K	0.01%	797
2023 Q4	$2.1K	Hold	19	–	–	﹤0.01%	464
2023 Q3	$2.13K	Hold	19	–	–	﹤0.01%	458
2023 Q2	$2.29K	Hold	19	–	–	﹤0.01%	501
2023 Q1	$2.56K	Hold	19	–	–	﹤0.01%	540
2022 Q4	$2.69K	Hold	19	–	–	﹤0.01%	523
2022 Q3	$2K	Sell	19 -17	-47%	-$2.4K	﹤0.01%	570
2022 Q2	$5K	Sell	36 -35	-49%	-$5.25K	0.01%	447
2022 Q1	$12K	Hold	71	–	–	0.01%	308
2021 Q4	$14.3K	Buy	+71	New	+$12.8K	0.01%	285

Other funds holding RVTY

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors

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