Mount Lucas Management’s CVRx CVRX Stock Holding History

Mount Lucas Management’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 Q3	–	Sell	-5,100	Closed	-$30K	–	164
2025 Q2	$30K	Buy	+5,100	New	+$35.2K	0.01%	159

Other funds holding CVRX

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

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SAM

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

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

Mount Lucas Management's CVRX Position: Q3 2025 in Review

Mount Lucas Management sold out of CVRx (CVRX) in Q3 2025, closing a stake of 5,100 shares — an estimated $30K sold.

Mount Lucas Management first reported a position in CVRX in Q2 2025 and held it in 1 quarter. The position peaked at $30K in Q2 2025. 93 funds tracked by Wall St. Rank hold CVRX as of Q3 2025.

Mount Lucas Management reported no remaining CVRx position as of Q3 2025 after selling out during the quarter.
Mount Lucas Management sold 5,100 CVRx shares in Q3 2025, an estimated $30K.
Mount Lucas Management first reported a position in CVRx in Q2 2025 and held it in 1 quarter.
Mount Lucas Management's CVRx position peaked at $30K in Q2 2025.
93 funds tracked by Wall St. Rank held CVRx as of Q3 2025.

Based on Mount Lucas Management's 13F filing for Q3 2025, filed 10 Nov 2025.