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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CM Wealth Advisors's INFU Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in InfuSystem Holdings (INFU) in Q2 2026: 64,807 shares worth $625K. The stake represents 0.11% of the portfolio and ranks #84 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in INFU as recently as Q1 2023.

CM Wealth Advisors first reported a position in INFU in Q1 2023 and has held it in 2 quarters since. The position peaked at $771K in Q1 2023. 100 funds tracked by Wall St. Rank hold INFU as of Q2 2026.

  • CM Wealth Advisors held 64,807 shares of InfuSystem Holdings worth $625K as of Q2 2026.
  • InfuSystem Holdings was a new CM Wealth Advisors position in Q2 2026.
  • InfuSystem Holdings made up 0.11% of CM Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • CM Wealth Advisors first reported a position in InfuSystem Holdings in Q1 2023 and has held it in 2 quarters since.
  • CM Wealth Advisors's InfuSystem Holdings position peaked at $771K in Q1 2023.
  • 100 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.