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Carolinas Wealth Consulting’s CVRx CVRX Stock Holding History

Carolinas Wealth Consulting’s Portfolio CVRX Stock Details CVRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,237
Closed -$15.1K – 205
2025
Q1 		$15.1K Hold
1,237
– – ﹤0.01% 483
2024
Q4 		$15.7K Hold
1,237
– – ﹤0.01% 496
2024
Q3 		$10.9K Hold
1,237
– – ﹤0.01% 551
2024
Q2 		$14.8K Buy
+1,237
New +$14.2K ﹤0.01% 511

Other funds holding CVRX

JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Carolinas Wealth Consulting's CVRX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of CVRx (CVRX) in Q2 2025, closing a stake of 1,237 shares — an estimated $15.1K sold.

Carolinas Wealth Consulting first reported a position in CVRX in Q2 2024 and held it in 4 quarters. The position peaked at $15.7K in Q4 2024. 92 funds tracked by Wall St. Rank hold CVRX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining CVRx position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,237 CVRx shares in Q2 2025, an estimated $15.1K.
  • Carolinas Wealth Consulting first reported a position in CVRx in Q2 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's CVRx position peaked at $15.7K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held CVRx as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.