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Verdad Advisers’s Revolution Medicines RVMD Stock Holding History

Verdad Advisers’s Portfolio RVMD Stock Details RVMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$759K Sell
4,053
-17,519
-81% -$2.56M 0.73% 42
2026
Q1 		$2.1M Buy
+21,572
New +$2.18M 2.36% 4

Other funds holding RVMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

Verdad Advisers's RVMD Position: Q2 2026 in Review

Verdad Advisers reduced its Revolution Medicines (RVMD) stake by 81% in Q2 2026, selling an estimated $2.56M and leaving 4,053 shares worth $759K. The position accounts for 0.73% of the portfolio, ranked #42.

Verdad Advisers first reported a position in RVMD in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.1M in Q1 2026. 690 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • Verdad Advisers held 4,053 shares of Revolution Medicines worth $759K as of Q2 2026.
  • Verdad Advisers sold 17,519 Revolution Medicines shares in Q2 2026, an estimated $2.56M.
  • Revolution Medicines made up 0.73% of Verdad Advisers's portfolio in Q2 2026, its #42 holding.
  • Verdad Advisers first reported a position in Revolution Medicines in Q1 2026 and has held it in 2 quarters since.
  • Verdad Advisers's Revolution Medicines position peaked at $2.1M in Q1 2026.
  • 690 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on Verdad Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.