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Whittier Trust’s CVRx CVRX Stock Holding History

Whittier Trust’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 		$33.8K Hold
6,000
– – ﹤0.01% 936
2026
Q1 		$54.3K Hold
6,000
– – ﹤0.01% 825
2025
Q4 		$47.5K Hold
6,000
– – ﹤0.01% 876
2025
Q3 		$52.3K Hold
6,000
– – ﹤0.01% 841
2025
Q2 		$35.3K Hold
6,000
– – ﹤0.01% 1013
2025
Q1 		$73.4K Buy
+6,000
New +$84.7K ﹤0.01% 854

Other funds holding CVRX

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Whittier Trust's CVRX Position: Q2 2026 in Review

Whittier Trust held its CVRx (CVRX) position steady in Q2 2026 at 6,000 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Whittier Trust first reported a position in CVRX in Q1 2025 and has held it in 6 quarters since. The position peaked at $73.4K in Q1 2025. 17 funds tracked by Wall St. Rank hold CVRX as of Q2 2026.

  • Whittier Trust held 6,000 shares of CVRx worth $33.8K as of Q2 2026.
  • Whittier Trust left its CVRx share count unchanged in Q2 2026.
  • CVRx made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #936 holding.
  • Whittier Trust first reported a position in CVRx in Q1 2025 and has held it in 6 quarters since.
  • Whittier Trust's CVRx position peaked at $73.4K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held CVRx as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.