Schrum Private Wealth Management’s Revvity RVTY Stock Holding History

Schrum Private Wealth Management’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
2026 Q2	–	Sell	-3,600	Closed	-$315K	–	128
2026 Q1	$315K	Hold	3,600	–	–	0.24%	98
2025 Q4	$348K	Hold	3,600	–	–	0.26%	95
2025 Q3	$316K	Hold	3,600	–	–	0.23%	100
2025 Q2	$348K	Hold	3,600	–	–	0.28%	86
2025 Q1	$381K	Hold	3,600	–	–	0.34%	78
2024 Q4	$402K	Buy	3,600 +1,600	+80%	+$188K	0.34%	76
2024 Q3	$256K	Sell	2,000 -2,000	-50%	-$235K	0.13%	148
2024 Q2	$419K	Hold	4,000	–	–	0.38%	67
2024 Q1	$420K	Buy	+4,000	New	+$426K	0.38%	68
2023 Q4	–	Sell	-4,000	Closed	-$443K	–	112
2023 Q3	$443K	Hold	4,000	–	–	0.5%	56
2023 Q2	$475K	Hold	4,000	–	–	0.51%	55
2023 Q1	$533K	Hold	4,000	–	–	0.62%	48
2022 Q4	$561K	Hold	4,000	–	–	0.66%	44
2022 Q3	$480K	Hold	4,000	–	–	0.61%	48
2022 Q2	$569K	Hold	4,000	–	–	0.64%	45
2022 Q1	$666K	Hold	4,000	–	–	0.67%	43
2021 Q4	$804K	Buy	+4,000	New	+$723K	0.73%	39

Other funds holding RVTY

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jupiter Topco New York $245B AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schrum Private Wealth Management's RVTY Position: Q2 2026 in Review

Schrum Private Wealth Management sold out of Revvity (RVTY) in Q2 2026, closing a stake of 3,600 shares — an estimated $315K sold.

Schrum Private Wealth Management first reported a position in RVTY in Q4 2021 and held it in 17 quarters. The position peaked at $804K in Q4 2021. 543 funds tracked by Wall St. Rank hold RVTY as of Q2 2026.

Schrum Private Wealth Management reported no remaining Revvity position as of Q2 2026 after selling out during the quarter.
Schrum Private Wealth Management sold 3,600 Revvity shares in Q2 2026, an estimated $315K.
Schrum Private Wealth Management first reported a position in Revvity in Q4 2021 and held it in 17 quarters.
Schrum Private Wealth Management's Revvity position peaked at $804K in Q4 2021.
543 funds tracked by Wall St. Rank held Revvity as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.