Position in RVTY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,918,992
+$567,018 QoQ
Shares Held
17,248
+11.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#166
of 538 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RVTY Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026AE Wealth Management LLC holds $24,387,586 across 14 Diagnostics & Research names. RVTY ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAT |
Waters Corp /De/
|
19,227 | $7,210,885 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
5,903 | $3,107,559 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
4,866 | $2,439,600 | |
| 4 | RVTY |
Revvity, Inc.
This page
|
17,248 | $1,918,992 | |
| 5 | DHR |
Danaher Corp /De/
|
9,172 | $1,747,067 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
8,599 | $1,661,487 | |
| 7 | DGX |
Quest Diagnostics Inc
|
7,291 | $1,545,317 | |
| 8 | NTRA |
Natera, Inc.
|
5,597 | $1,519,303 |
All Filings in RVTY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,918,992 | 17,248 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,351,974 | 15,432 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,353,324 | 13,988 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,138,993 | 12,995 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,965,915 | 20,326 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,960,677 | 18,532 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,898,473 | 17,010 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,767,160 | 13,833 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,285,052 | 12,255 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,070,370 | 10,194 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,985,178 | 18,161 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,384,082 | 12,503 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,442,704 | 12,145 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,583,128 | 11,880 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,549,851 | 11,053 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,226,884 | 10,196 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,911,527 | 20,472 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,489,544 | 14,270 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,490,128 | 12,385 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,832,715 | 10,576 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,535,298 | 9,943 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,288,673 | 10,045 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,460,973 | 10,181 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,027,926 | 8,190 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $936,955 | 9,552 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $222,678 | 2,958 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||