XF
PAVM icon

XML Financial’s PAVmed PAVM Stock Holding History

XML Financial’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 		– Sell
-336
Closed -$2.22K – 451
2025
Q4 		$2.22K Hold
336
– – ﹤0.01% 442
2025
Q3 		$4.34K Hold
336
– – ﹤0.01% 392
2025
Q2 		$6.04K Hold
336
– – ﹤0.01% 392
2025
Q1 		$7.26K Hold
336
– – ﹤0.01% 371
2024
Q4 		$6.32K Hold
336
– – ﹤0.01% 358
2024
Q3 		$12.4K Hold
336
– – ﹤0.01% 348
2024
Q2 		$8.21K Hold
336
– – ﹤0.01% 337
2024
Q1 		$21.5K Sell
336
-8
-2% -$605 ﹤0.01% 339
2023
Q4 		$42.6K Hold
344
– – ﹤0.01% 330
2023
Q3 		$45.7K Hold
344
– – 0.01% 313
2023
Q2 		$63.2K Hold
344
– – 0.01% 337
2023
Q1 		$57.9K Buy
344
+8
+2% +$1.68K 0.01% 330
2022
Q4 		$72.5K Sell
336
-4
-1% -$1.51K 0.01% 327
2022
Q3 		$132K Buy
340
+9
+3% +$5.1K 0.02% 301
2022
Q2 		$139K Hold
331
– – 0.03% 220
2022
Q1 		$197K Buy
331
+102
+45% +$75.8K 0.02% 310
2021
Q4 		$254K Sell
229
-14
-6% -$30.4K 0.03% 278
2021
Q3 		$933K Buy
243
+18
+8% +$56.8K 0.12% 148
2021
Q2 		$648K Hold
225
– – 0.14% 122
2021
Q1 		$449K Hold
225
– – 0.11% 141
2020
Q4 		$215K Hold
225
– – 0.06% 191
2020
Q3 		$180K Hold
225
– – 0.06% 182
2020
Q2 		$214K Buy
+225
New +$225K 0.07% 177

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 $6.73T AUM 46.02% 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

XML Financial's PAVM Position: Q1 2026 in Review

XML Financial sold out of PAVmed (PAVM) in Q1 2026, closing a stake of 336 shares — an estimated $2.22K sold.

XML Financial first reported a position in PAVM in Q2 2020 and held it in 23 quarters. The position peaked at $933K in Q3 2021. 20 funds tracked by Wall St. Rank hold PAVM as of Q1 2026.

  • XML Financial reported no remaining PAVmed position as of Q1 2026 after selling out during the quarter.
  • XML Financial sold 336 PAVmed shares in Q1 2026, an estimated $2.22K.
  • XML Financial first reported a position in PAVmed in Q2 2020 and held it in 23 quarters.
  • XML Financial's PAVmed position peaked at $933K in Q3 2021.
  • 20 funds tracked by Wall St. Rank held PAVmed as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.