Root Financial Partners
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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
Q3 		$11 Buy
+6
New +$23 ﹤0.01% 3803
2026
Q2 		– Sell
-32
Closed -$303 – 1057
2026
Q1 		$303 Buy
+32
New +$234 ﹤0.01% 3033

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Accredited Investors
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UBS Group
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Russell Investments Group
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Kestra Advisory Services
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Citigroup
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Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's CVRX Position: Q3 2026 in Review

Root Financial Partners opened a new position in CVRx (CVRX) in Q3 2026: 6 shares worth $11. The stake represents ﹤0.01% of the portfolio and ranks #3803 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CVRX as recently as Q1 2026.

Root Financial Partners first reported a position in CVRX in Q1 2026 and has held it in 2 quarters since. The position peaked at $303 in Q1 2026. 35 funds tracked by Wall St. Rank hold CVRX as of Q3 2026.

  • Root Financial Partners held 6 shares of CVRx worth $11 as of Q3 2026.
  • CVRx was a new Root Financial Partners position in Q3 2026.
  • CVRx made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3803 holding.
  • Root Financial Partners first reported a position in CVRx in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's CVRx position peaked at $303 in Q1 2026.
  • 35 funds tracked by Wall St. Rank held CVRx as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.