United Capital Financial Advisors’s Revvity RVTY Stock Holding History

United Capital Financial 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
2026 Q1	$275K	Buy	+3,139	New	+$311K	﹤0.01%	1395
2025 Q3	–	Sell	-3,796	Closed	-$367K	–	1227
2025 Q2	$367K	Buy	3,796 +588	+18%	+$55.4K	﹤0.01%	867
2025 Q1	$339K	Buy	3,208 +162	+5%	+$18.7K	﹤0.01%	856
2024 Q4	$340K	Buy	3,046 +71	+2%	+$8.34K	﹤0.01%	846
2024 Q3	$380K	Buy	2,975 +143	+5%	+$16.8K	﹤0.01%	802
2024 Q2	$297K	Buy	2,832 +609	+27%	+$64.7K	﹤0.01%	854
2024 Q1	$233K	Sell	2,223 -166	-7%	-$17.7K	﹤0.01%	965
2023 Q4	$261K	Buy	+2,389	New	+$230K	﹤0.01%	921
2022 Q2	–	Sell	-1,251	Closed	-$218K	–	1187
2022 Q1	$218K	Sell	1,251 -258	-17%	-$45.8K	﹤0.01%	1094
2021 Q4	$303K	Sell	1,509 -336	-18%	-$60.7K	﹤0.01%	1023
2021 Q3	$320K	Sell	1,845 -322	-15%	-$56.7K	﹤0.01%	985
2021 Q2	$335K	Sell	2,167 -45	-2%	-$6.32K	﹤0.01%	991
2021 Q1	$284K	Sell	2,212 -382	-15%	-$52.9K	﹤0.01%	998
2020 Q4	$372K	Buy	+2,594	New	+$345K	﹤0.01%	931
2019 Q3	–	Sell	-3,287	Closed	-$317K	–	1452
2019 Q2	$317K	Sell	3,287 -153	-4%	-$14.3K	﹤0.01%	1187
2019 Q1	$331K	Sell	3,440 -52	-1%	-$4.68K	﹤0.01%	1096
2018 Q4	$274K	Buy	3,492 +1,006	+40%	+$85K	﹤0.01%	1097
2018 Q3	$242K	Buy	+2,486	New	+$214K	﹤0.01%	1193

Other funds holding RVTY

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

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