Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CVRx CVRX Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$76.2K Buy
8,059
+8,015
+18,216% +$58.6K ﹤0.01% 3486
2025
Q4 		$0 Buy
44
+8
+22% +$73 ﹤0.01% 5414
2025
Q3 		$0 Buy
36
+29
+414% +$218 ﹤0.01% 5315
2025
Q2 		$0 Sell
7
-48
-87% -$331 ﹤0.01% 5143
2025
Q1 		$1K Buy
55
+36
+189% +$508 ﹤0.01% 4882
2024
Q4 		$0 Sell
19
-2
-10% -$25 ﹤0.01% 4945
2024
Q3 		$0 Buy
21
+16
+320% +$145 ﹤0.01% 4879
2024
Q2 		$0 Buy
+5
New +$58 ﹤0.01% 4643

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GP
GSK plc London $599M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CVRX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its CVRx (CVRX) stake by 18,216% in Q1 2026, buying an estimated $58.6K and bringing the position to 8,059 shares worth $76.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3486.

Carson Wealth (CWM LLC) first reported a position in CVRX in Q2 2024 and has held it in 8 quarters since. 99 funds tracked by Wall St. Rank hold CVRX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,059 shares of CVRx worth $76.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,015 CVRx shares in Q1 2026, an estimated $58.6K.
  • CVRx made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3486 holding.
  • Carson Wealth (CWM LLC) first reported a position in CVRx in Q2 2024 and has held it in 8 quarters since.
  • 99 funds tracked by Wall St. Rank held CVRx as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.