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Steward Partners Investment Advisory’s PAVmed PAVM Stock Holding History

Steward Partners Investment Advisory’s Portfolio PAVM Stock Details PAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10 Buy
+1
New +$9 ﹤0.01% 4395
2025
Q4 		– Hold
0
– – – 4432
2025
Q3 		– Hold
0
– – – 4354
2025
Q2 		– Hold
0
– – – 4114
2025
Q1 		– Hold
0
– – – 4015
2024
Q4 		– Hold
0
– – – 3965
2024
Q3 		– Hold
0
– – – 3738
2024
Q2 		– Hold
0
– – – 3604
2024
Q1 		– Hold
0
– – – 3557
2023
Q4 		– Hold
0
– – – 3485
2021
Q2 		– Sell
-42
Closed -$84.4K – 7318
2021
Q1 		$84.4K Buy
+42
New +$63.2K ﹤0.01% 1707

Other funds holding PAVM

TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's PAVM Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in PAVmed (PAVM) in Q1 2026: 1 share worth $10. The stake represents ﹤0.01% of the portfolio and ranks #4395 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in PAVM as recently as Q1 2021.

Steward Partners Investment Advisory first reported a position in PAVM in Q1 2021 and has held it in 2 quarters since. The position peaked at $84.4K in Q1 2021. 20 funds tracked by Wall St. Rank hold PAVM as of Q1 2026.

  • Steward Partners Investment Advisory held 1 share of PAVmed worth $10 as of Q1 2026.
  • PAVmed was a new Steward Partners Investment Advisory position in Q1 2026.
  • PAVmed made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4395 holding.
  • Steward Partners Investment Advisory first reported a position in PAVmed in Q1 2021 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's PAVmed position peaked at $84.4K in Q1 2021.
  • 20 funds tracked by Wall St. Rank held PAVmed as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.