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Physician Wealth Advisors’s CVRx CVRX Stock Holding History

Physician 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 		$1.41K Hold
149
– – ﹤0.01% 1502
2025
Q4 		$1.06K Hold
149
– – ﹤0.01% 1596
2025
Q3 		$1.2K Hold
149
– – ﹤0.01% 1468
2025
Q2 		$877 Buy
+149
New +$1.03K ﹤0.01% 1515

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

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

Physician Wealth Advisors held its CVRx (CVRX) position steady in Q1 2026 at 149 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Physician Wealth Advisors first reported a position in CVRX in Q2 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold CVRX as of Q1 2026.

  • Physician Wealth Advisors held 149 shares of CVRx worth $1.41K as of Q1 2026.
  • Physician Wealth Advisors left its CVRx share count unchanged in Q1 2026.
  • CVRx made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1502 holding.
  • Physician Wealth Advisors first reported a position in CVRx in Q2 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held CVRx as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.