Schneider Downs Wealth Management Advisors’s Remitly RELY Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio RELY Stock Details RELY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.41M	Hold	62,848	–	–	0.13%	60
2026 Q1	$985K	Hold	62,848	–	–	0.11%	68
2025 Q4	$867K	Hold	62,848	–	–	0.1%	74
2025 Q3	$1.02M	Hold	62,848	–	–	0.12%	65
2025 Q2	$1.18M	Sell	62,848 -4,490	-7%	-$93.4K	0.18%	59
2025 Q1	$1.4M	Sell	67,338 -6,590	-9%	-$151K	0.25%	49
2024 Q4	$1.67M	Hold	73,928	–	–	0.31%	42
2024 Q3	$990K	Hold	73,928	–	–	0.2%	52
2024 Q2	$896K	Sell	73,928 -800	-1%	-$12.4K	0.2%	55
2024 Q1	$1.55M	Sell	74,728 -5,560	-7%	-$106K	0.36%	39
2023 Q4	$1.56M	Sell	80,288 -35,379	-31%	-$793K	0.41%	38
2023 Q3	$2.92M	Sell	115,667 -31,070	-21%	-$701K	0.68%	23
2023 Q2	$2.76M	Sell	146,737 -4,424	-3%	-$80.4K	0.63%	25
2023 Q1	$2.56M	Sell	151,161 -21,339	-12%	-$290K	0.53%	27
2022 Q4	$1.98M	Buy	+172,500	New	+$1.79M	0.43%	33

Other funds holding RELY

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's RELY Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its Remitly (RELY) position steady in Q2 2026 at 62,848 shares worth $1.41M. The position accounts for 0.13% of the portfolio, ranked #60.

Schneider Downs Wealth Management Advisors first reported a position in RELY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.92M in Q3 2023. 352 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

Schneider Downs Wealth Management Advisors held 62,848 shares of Remitly worth $1.41M as of Q2 2026.
Schneider Downs Wealth Management Advisors left its Remitly share count unchanged in Q2 2026.
Remitly made up 0.13% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #60 holding.
Schneider Downs Wealth Management Advisors first reported a position in Remitly in Q4 2022 and has held it in 15 quarters since.
Schneider Downs Wealth Management Advisors's Remitly position peaked at $2.92M in Q3 2023.
352 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.