Root Financial Partners’s CVRx CVRX Stock Holding History

Root Financial Partners’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	-32	Closed	-$303	–	1057
2026 Q1	$303	Buy	+32	New	+$234	﹤0.01%	3033

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GSK plc London $602M AUM

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

Root Financial Partners's CVRX Position: Q2 2026 in Review

Root Financial Partners sold out of CVRx (CVRX) in Q2 2026, closing a stake of 32 shares — an estimated $303 sold.

Root Financial Partners first reported a position in CVRX in Q1 2026 and held it in 1 quarter. The position peaked at $303 in Q1 2026. 87 funds tracked by Wall St. Rank hold CVRX as of Q2 2026.

Root Financial Partners reported no remaining CVRx position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 32 CVRx shares in Q2 2026, an estimated $303.
Root Financial Partners first reported a position in CVRx in Q1 2026 and held it in 1 quarter.
Root Financial Partners's CVRx position peaked at $303 in Q1 2026.
87 funds tracked by Wall St. Rank held CVRx as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.