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EverSource Wealth Advisors’s CVRx CVRX Stock Holding History

EverSource Wealth Advisors’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 		$2.48K Buy
262
+237
+948% +$1.73K ﹤0.01% 3567
2025
Q4 		$178 Sell
25
-4
-14% -$37 ﹤0.01% 4042
2025
Q3 		$234 Buy
+29
New +$218 ﹤0.01% 4081
2022
Q1 		– Sell
-246
Closed -$3K – 1733
2021
Q4 		$3K Buy
+246
New +$3.57K ﹤0.01% 1406

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

EverSource Wealth Advisors's CVRX Position: Q1 2026 in Review

EverSource Wealth Advisors increased its CVRx (CVRX) stake by 948% in Q1 2026, buying an estimated $1.73K and bringing the position to 262 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3567.

EverSource Wealth Advisors first reported a position in CVRX in Q4 2021 and has held it in 4 quarters since. The position peaked at $3K in Q4 2021. 99 funds tracked by Wall St. Rank hold CVRX as of Q1 2026.

  • EverSource Wealth Advisors held 262 shares of CVRx worth $2.48K as of Q1 2026.
  • EverSource Wealth Advisors bought 237 CVRx shares in Q1 2026, an estimated $1.73K.
  • CVRx made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3567 holding.
  • EverSource Wealth Advisors first reported a position in CVRx in Q4 2021 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's CVRx position peaked at $3K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held CVRx as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.