CM Wealth Advisors
INFU icon

CM Wealth Advisors’s InfuSystem Holdings INFU Stock Holding History

CM Wealth Advisors’s Portfolio INFU Stock Details INFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$930K Buy
72,177
+7,370
+11% +$83.1K 0.15% 54
2026
Q2 		$625K Buy
+64,807
New +$614K 0.11% 84
2023
Q2 		– Sell
-86,147
Closed -$771K – 295
2023
Q1 		$771K Buy
+86,147
New +$794K 0.15% 198

Other funds holding INFU

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
White Pine Capital
White Pine Capital Bloomington, Minnesota $419M AUM 48.71% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

CM Wealth Advisors's INFU Position: Q3 2026 in Review

CM Wealth Advisors increased its InfuSystem Holdings (INFU) stake by 11% in Q3 2026, buying an estimated $83.1K and bringing the position to 72,177 shares worth $930K. The position accounts for 0.15% of the portfolio, ranked #54.

CM Wealth Advisors first reported a position in INFU in Q1 2023 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold INFU as of Q3 2026.

  • CM Wealth Advisors held 72,177 shares of InfuSystem Holdings worth $930K as of Q3 2026.
  • CM Wealth Advisors bought 7,370 InfuSystem Holdings shares in Q3 2026, an estimated $83.1K.
  • InfuSystem Holdings made up 0.15% of CM Wealth Advisors's portfolio in Q3 2026, its #54 holding.
  • CM Wealth Advisors first reported a position in InfuSystem Holdings in Q1 2023 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q3 2026.

Based on CM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.