SOA Wealth Advisors’s Revvity RVTY Stock Holding History

SOA Wealth 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	-1	Closed	-$88	–	902
2025 Q3	$88	Hold	1	–	–	﹤0.01%	858
2025 Q2	$98	Hold	1	–	–	﹤0.01%	839
2025 Q1	$107	Hold	1	–	–	﹤0.01%	848
2024 Q4	$112	Hold	1	–	–	﹤0.01%	841
2024 Q3	$129	Hold	1	–	–	﹤0.01%	801
2024 Q2	$106	Hold	1	–	–	﹤0.01%	818
2024 Q1	$106	Hold	1	–	–	﹤0.01%	869
2023 Q4	$110	Hold	1	–	–	﹤0.01%	870
2023 Q3	$111	Hold	1	–	–	﹤0.01%	899
2023 Q2	$119	Hold	1	–	–	﹤0.01%	901
2023 Q1	$134	Hold	1	–	–	﹤0.01%	925
2022 Q4	$141	Sell	1 -2	-67%	-$269	﹤0.01%	921
2022 Q3	$0	Hold	3	–	–	﹤0.01%	969
2022 Q2	$0	Sell	3 -15	-83%	-$2.25K	﹤0.01%	1001
2022 Q1	$3K	Hold	18	–	–	﹤0.01%	765
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	744
2021 Q3	$3K	Hold	18	–	–	﹤0.01%	761
2021 Q2	$2K	Buy	18 +2	+13%	+$281	﹤0.01%	783
2021 Q1	$2K	Buy	16 +5	+45%	+$693	﹤0.01%	726
2020 Q4	$1K	Buy	+11	New	+$1.46K	﹤0.01%	762

Other funds holding RVTY

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

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

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

EIG

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SOA Wealth Advisors's RVTY Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Revvity (RVTY) in Q4 2025, closing a stake of 1 share — an estimated $88 sold.

SOA Wealth Advisors first reported a position in RVTY in Q4 2020 and held it in 20 quarters. The position peaked at $3K in Q1 2022. 511 funds tracked by Wall St. Rank hold RVTY as of Q4 2025.

SOA Wealth Advisors reported no remaining Revvity position as of Q4 2025 after selling out during the quarter.
SOA Wealth Advisors sold 1 Revvity share in Q4 2025, an estimated $88.
SOA Wealth Advisors first reported a position in Revvity in Q4 2020 and held it in 20 quarters.
SOA Wealth Advisors's Revvity position peaked at $3K in Q1 2022.
511 funds tracked by Wall St. Rank held Revvity as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.