EWA
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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
Q2 		$756 Sell
147
-115
-44% -$742 ﹤0.01% 4049
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 $799M AUM 253.51% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GP
GSK plc London $602M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EverSource Wealth Advisors's CVRX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CVRx (CVRX) stake by 44% in Q2 2026, selling an estimated $742 and leaving 147 shares worth $756. The position accounts for ﹤0.01% of the portfolio, ranked #4049.

EverSource Wealth Advisors first reported a position in CVRX in Q4 2021 and has held it in 5 quarters since. The position peaked at $3K in Q4 2021. 88 funds tracked by Wall St. Rank hold CVRX as of Q2 2026.

  • EverSource Wealth Advisors held 147 shares of CVRx worth $756 as of Q2 2026.
  • EverSource Wealth Advisors sold 115 CVRx shares in Q2 2026, an estimated $742.
  • CVRx made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4049 holding.
  • EverSource Wealth Advisors first reported a position in CVRx in Q4 2021 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's CVRx position peaked at $3K in Q4 2021.
  • 88 funds tracked by Wall St. Rank held CVRx as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.