RAFFA WEALTH MANAGEMENT, LLC’s Red Violet RDVT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio RDVT Stock Details RDVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.41K	Buy	+132	New	+$6.25K	﹤0.01%	467
2024 Q4	–	Sell	-41	Closed	-$1.17K	–	1135
2024 Q3	$1.17K	Hold	41	–	–	﹤0.01%	811
2024 Q2	$1.04K	Hold	41	–	–	﹤0.01%	893
2024 Q1	$802	Hold	41	–	–	﹤0.01%	944
2023 Q4	$819	Hold	41	–	–	﹤0.01%	874
2023 Q3	$820	Hold	41	–	–	﹤0.01%	840
2023 Q2	$843	Hold	41	–	–	﹤0.01%	851
2023 Q1	$722	Hold	41	–	–	﹤0.01%	885
2022 Q4	$944	Hold	41	–	–	﹤0.01%	792
2022 Q3	$710	Hold	41	–	–	﹤0.01%	916
2022 Q2	$781	Buy	+41	New	+$1.01K	﹤0.01%	893

Other funds holding RDVT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's RDVT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Red Violet (RDVT) in Q2 2026: 132 shares worth $8.41K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: RAFFA WEALTH MANAGEMENT, LLC previously reported a position in RDVT as recently as Q3 2024.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in RDVT in Q2 2022 and has held it in 11 quarters since. 29 funds tracked by Wall St. Rank hold RDVT as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 132 shares of Red Violet worth $8.41K as of Q2 2026.
Red Violet was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
Red Violet made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #467 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Red Violet in Q2 2022 and has held it in 11 quarters since.
29 funds tracked by Wall St. Rank held Red Violet as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.