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Emerald Mutual Fund Advisers Trust’s CVRx CVRX Stock Holding History

Emerald Mutual Fund Advisers Trust’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
-369,672
Closed -$4.52M – 216
2025
Q1 		$4.52M Sell
369,672
-1,141
-0.3% -$16.1K 0.32% 93
2024
Q4 		$4.7M Buy
370,813
+82,978
+29% +$1.02M 0.29% 97
2024
Q3 		$2.54M Sell
287,835
-82,199
-22% -$747K 0.13% 117
2024
Q2 		$4.44M Sell
370,034
-15,000
-4% -$173K 0.23% 106
2024
Q1 		$7.01M Buy
385,034
+55,953
+17% +$1.33M 0.37% 95
2023
Q4 		$10.3M Sell
329,081
-101,763
-24% -$1.91M 0.55% 74
2023
Q3 		$6.54M Buy
430,844
+16,808
+4% +$277K 0.39% 96
2023
Q2 		$6.39M Buy
414,036
+58,795
+17% +$717K 0.35% 97
2023
Q1 		$3.31M Buy
355,241
+236,471
+199% +$3.13M 0.2% 112
2022
Q4 		$2.18M Buy
118,770
+30,140
+34% +$372K 0.14% 124
2022
Q3 		$827K Sell
88,630
-31,254
-26% -$248K 0.05% 152
2022
Q2 		$721K Sell
119,884
-251,522
-68% -$1.45M 0.04% 150
2022
Q1 		$2.23M Sell
371,406
-91,214
-20% -$736K 0.1% 139
2021
Q4 		$5.66M Sell
462,620
-29,400
-6% -$426K 0.2% 122
2021
Q3 		$8.14M Buy
492,020
+231,740
+89% +$4.45M 0.28% 101
2021
Q2 		$7.29M Buy
+260,280
New +$7.29M 0.24% 122

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

Emerald Mutual Fund Advisers Trust's CVRX Position: Q2 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of CVRx (CVRX) in Q2 2025, closing a stake of 369,672 shares — an estimated $4.52M sold.

Emerald Mutual Fund Advisers Trust first reported a position in CVRX in Q2 2021 and held it in 16 quarters. The position peaked at $10.3M in Q4 2023. 92 funds tracked by Wall St. Rank hold CVRX as of Q2 2025.

  • Emerald Mutual Fund Advisers Trust reported no remaining CVRx position as of Q2 2025 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 369,672 CVRx shares in Q2 2025, an estimated $4.52M.
  • Emerald Mutual Fund Advisers Trust first reported a position in CVRx in Q2 2021 and held it in 16 quarters.
  • Emerald Mutual Fund Advisers Trust's CVRx position peaked at $10.3M in Q4 2023.
  • 92 funds tracked by Wall St. Rank held CVRx as of Q2 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2025, filed 4 Aug 2025.