Waverly Advisors
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Waverly Advisors’s Cytosorbents Corp CTSO Stock Holding History

Waverly Advisors’s Portfolio CTSO Stock Details CTSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,778
Closed -$31.5K – 1769
2026
Q1 		$31.5K Hold
2,778
– – ﹤0.01% 1579
2025
Q4 		$35.5K Hold
2,778
– – ﹤0.01% 1451
2025
Q3 		$51.9K Buy
+2,778
New +$54.7K ﹤0.01% 1272

Other funds holding CTSO

Avenir Corporation
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sargent Investment Group
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Waverly Advisors's CTSO Position: Q2 2026 in Review

Waverly Advisors sold out of Cytosorbents Corp (CTSO) in Q2 2026, closing a stake of 2,778 shares — an estimated $31.5K sold.

Waverly Advisors first reported a position in CTSO in Q3 2025 and held it in 3 quarters. The position peaked at $51.9K in Q3 2025. 47 funds tracked by Wall St. Rank hold CTSO as of Q2 2026.

  • Waverly Advisors reported no remaining Cytosorbents Corp position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 2,778 Cytosorbents Corp shares in Q2 2026, an estimated $31.5K.
  • Waverly Advisors first reported a position in Cytosorbents Corp in Q3 2025 and held it in 3 quarters.
  • Waverly Advisors's Cytosorbents Corp position peaked at $51.9K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Cytosorbents Corp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.