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Summit Wealth Group (Colorado)’s Revvity RVTY Stock Holding History

Summit Wealth Group (Colorado)’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
-10,030
Closed -$253K – 430
2025
Q3 		$253K Buy
+10,030
New +$911K 0.04% 224

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
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
EIG
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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

Summit Wealth Group (Colorado)'s RVTY Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Revvity (RVTY) in Q4 2025, closing a stake of 10,030 shares — an estimated $253K sold.

Summit Wealth Group (Colorado) first reported a position in RVTY in Q3 2025 and held it in 1 quarter. The position peaked at $253K in Q3 2025. 510 funds tracked by Wall St. Rank hold RVTY as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Revvity position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 10,030 Revvity shares in Q4 2025, an estimated $253K.
  • Summit Wealth Group (Colorado) first reported a position in Revvity in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Revvity position peaked at $253K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held Revvity as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.