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CVRX shares owned by UMA Financial Services

Quarter-by-quarter ownership of CVRX (CVRX) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in CVRX

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All positions including CVRX held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CVRX by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2k 149 8.07
2025-06-30 $876 149 5.89

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding CVRX

Johnson & Johnson
NEA Management Company
Vanguard Group
BlackRock
Balyasny Asset Management
Parkman Healthcare Partners
Geode Capital Management
Morgan Stanley
Silvercrest Asset Management Group
State Street Corporation
Millennium Management
GSA Capital Partners
Goldman Sachs Group
UBS Group
Northern Trust

View all funds holding CVRX