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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
Q2 		– Sell
-149
Closed -$1.41K – 2356
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 $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

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

Physician Wealth Advisors sold out of CVRx (CVRX) in Q2 2026, closing a stake of 149 shares — an estimated $1.41K sold.

Physician Wealth Advisors first reported a position in CVRX in Q2 2025 and held it in 4 quarters. The position peaked at $1.41K in Q1 2026. 88 funds tracked by Wall St. Rank hold CVRX as of Q2 2026.

  • Physician Wealth Advisors reported no remaining CVRx position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 149 CVRx shares in Q2 2026, an estimated $1.41K.
  • Physician Wealth Advisors first reported a position in CVRx in Q2 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's CVRx position peaked at $1.41K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held CVRx as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.