Heritage Wealth Partners’s CONMED CNMD Stock Holding History

Heritage Wealth Partners’s Portfolio CNMD Stock Details CNMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$204K	Hold	3,375	–	–	0.31%	65
2024 Q4	$231K	Hold	3,375	–	–	0.29%	61
2024 Q3	$243K	Hold	3,375	–	–	0.29%	56
2024 Q2	$234K	Hold	3,375	–	–	0.34%	52
2024 Q1	$370K	Hold	3,375	–	–	0.75%	26
2023 Q4	$370K	Hold	3,375	–	–	0.75%	26
2023 Q3	$340K	Hold	3,375	–	–	0.73%	26
2023 Q2	$459K	Hold	3,375	–	–	0.27%	49
2023 Q1	$351K	Hold	3,375	–	–	0.28%	27
2022 Q4	$274K	Buy	+3,375	New	+$280K	0.25%	37

Other funds holding CNMD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Heritage Wealth Partners's CNMD Position: Q1 2025 in Review

Heritage Wealth Partners held its CONMED (CNMD) position steady in Q1 2025 at 3,375 shares worth $204K. The position accounts for 0.31% of the portfolio, ranked #65.

Heritage Wealth Partners first reported a position in CNMD in Q4 2022 and has held it in 10 quarters since. The position peaked at $459K in Q2 2023. 280 funds tracked by Wall St. Rank hold CNMD as of Q1 2025.

Heritage Wealth Partners held 3,375 shares of CONMED worth $204K as of Q1 2025.
Heritage Wealth Partners left its CONMED share count unchanged in Q1 2025.
CONMED made up 0.31% of Heritage Wealth Partners's portfolio in Q1 2025, its #65 holding.
Heritage Wealth Partners first reported a position in CONMED in Q4 2022 and has held it in 10 quarters since.
Heritage Wealth Partners's CONMED position peaked at $459K in Q2 2023.
280 funds tracked by Wall St. Rank held CONMED as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.