KAS
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Kestra Advisory Services’s CVRx CVRX Stock Holding History

Kestra Advisory Services’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 		$453K Buy
47,900
+37,970
+382% +$278K ﹤0.01% 2298
2025
Q4 		$70.5K Sell
9,930
-4,900
-33% -$44.7K ﹤0.01% 3706
2025
Q3 		$120K Sell
14,830
-250
-2% -$1.88K ﹤0.01% 2797
2025
Q2 		$88.7K Sell
15,080
-39,775
-73% -$274K ﹤0.01% 2745
2025
Q1 		$671K Buy
54,855
+38,850
+243% +$549K ﹤0.01% 1635
2024
Q4 		$203K Sell
16,005
-270
-2% -$3.33K ﹤0.01% 2478
2024
Q3 		$143K Sell
16,275
-1,600
-9% -$14.5K ﹤0.01% 2428
2024
Q2 		$214K Sell
17,875
-1,400
-7% -$16.1K ﹤0.01% 2364
2024
Q1 		$351K Buy
19,275
+4,850
+34% +$115K ﹤0.01% 1895
2023
Q4 		$454K Sell
14,425
-16,050
-53% -$301K ﹤0.01% 1581
2023
Q3 		$462K Buy
+30,475
New +$501K ﹤0.01% 1413

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

Kestra Advisory Services's CVRX Position: Q1 2026 in Review

Kestra Advisory Services increased its CVRx (CVRX) stake by 382% in Q1 2026, buying an estimated $278K and bringing the position to 47,900 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Kestra Advisory Services first reported a position in CVRX in Q3 2023 and has held it in 11 quarters since. The position peaked at $671K in Q1 2025. 99 funds tracked by Wall St. Rank hold CVRX as of Q1 2026.

  • Kestra Advisory Services held 47,900 shares of CVRx worth $453K as of Q1 2026.
  • Kestra Advisory Services bought 37,970 CVRx shares in Q1 2026, an estimated $278K.
  • CVRx made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2298 holding.
  • Kestra Advisory Services first reported a position in CVRx in Q3 2023 and has held it in 11 quarters since.
  • Kestra Advisory Services's CVRx position peaked at $671K in Q1 2025.
  • 99 funds tracked by Wall St. Rank held CVRx as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.