RVTY — PERKINELMER INC

Ownership history in Steigerwald, Gordon & Koch Inc.  ·  31 quarters on record

AI Ownership Summary

Steigerwald, Gordon & Koch Inc. reported PERKINELMER INC (RVTY) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.74% in 2023 Q4. The latest visible filing shows RVTY at 1.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RVTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Steigerwald, Gordon & Koch Inc.'s position in PERKINELMER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RVTY was reported at 1.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RVTY stock page Steigerwald, Gordon & Koch Inc. fund profile Steigerwald, Gordon & Koch Inc. full holdings
How Steigerwald, Gordon & Koch Inc. held RVTY — position size vs. price
% of Fund (quarterly)    RVTY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 109,624 -3,530 -3.1% 1.02% $10.6M 2026-02-14 (Est.) $96.03
2025 Q3 REDUCED 113,154 -703 -0.6% 0.95% $9.9M 2025-10-23 $97.51
2025 Q2 ADDED 113,857 +4 +0.0% 1.16% $11.0M 2025-07-14 $98.26
2025 Q1 REDUCED 113,853 -577 -0.5% 1.34% $12.0M 2025-04-10 $92.76
2024 Q4 REDUCED 114,430 -53 -0.0% 1.44% $12.8M 2025-01-16 $119.12
2024 Q3 ADDED 114,483 +1,960 +1.7% 1.59% $14.6M 2024-10-09 $121.02
2024 Q2 REDUCED 112,523 -1,668 -1.5% 1.43% $11.8M 2024-08-07 $115.18
2024 Q1 REDUCED 114,191 -3,178 -2.7% 1.49% $12.0M 2024-04-16 $99.75
2023 Q4 REDUCED 117,369 -2,264 -1.9% 1.74% $12.8M 2024-01-16 $107.54
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RVTY

As of 2025 Q4 — sorted by position size

RGM Capital, LLC 3Y 7Y 7.14% EdgePoint Investment Group Inc. 3Y 7Y 6.78% Roubaix Capital, LLC 3Y 2.52% T. Rowe Price Investment Management, Inc. 3Y 1.62% Cascade Financial Partners, LLC 1.6% Timber Creek Capital Management LLC 3Y 7Y 1.4% Sone Capital Management, LLC 1.27% SEARLE & CO. 3Y 7Y 0.84% Eversept Partners, LP 3Y 7Y 0.79% Rodgers Brothers Inc. 3Y 7Y 0.52%

FAQ About Steigerwald, Gordon & Koch Inc. and RVTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Steigerwald, Gordon & Koch Inc. reported owning RVTY?

Steigerwald, Gordon & Koch Inc. reported RVTY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RVTY position in Steigerwald, Gordon & Koch Inc.'s portfolio?

The largest reported portfolio weight for RVTY was 1.74% in 2023 Q4.

What is the latest reported RVTY position on this page?

The most recent filing on this page is 2025 Q4, when Steigerwald, Gordon & Koch Inc. reported 109,624 shares, equal to 1.02% of portfolio, with an estimated market value of $10.6M.

What does the chart on this RVTY ownership page compare?

The chart compares Steigerwald, Gordon & Koch Inc.'s quarterly RVTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Steigerwald, Gordon & Koch Inc. Holdings