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Rothschild Investment LLC’s CVRx CVRX Stock Holding History

Rothschild Investment LLC’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 		$378 Buy
+40
New +$293 ﹤0.01% 3199
2025
Q2 		– Sell
-10
Closed -$122 – 3063
2025
Q1 		$122 Hold
10
– – ﹤0.01% 2937
2024
Q4 		$127 Buy
+10
New +$123 ﹤0.01% 2878

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

Rothschild Investment LLC's CVRX Position: Q1 2026 in Review

Rothschild Investment LLC opened a new position in CVRx (CVRX) in Q1 2026: 40 shares worth $378. The stake represents ﹤0.01% of the portfolio and ranks #3199 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in CVRX as recently as Q1 2025.

Rothschild Investment LLC first reported a position in CVRX in Q4 2024 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold CVRX as of Q1 2026.

  • Rothschild Investment LLC held 40 shares of CVRx worth $378 as of Q1 2026.
  • CVRx was a new Rothschild Investment LLC position in Q1 2026.
  • CVRx made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3199 holding.
  • Rothschild Investment LLC first reported a position in CVRx in Q4 2024 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held CVRx as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.