Action Point Financial Planning’s Celldex Therapeutics CLDX Stock Holding History

Action Point Financial Planning’s Portfolio CLDX Stock Details CLDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$707	Buy	+19	New	+$614	﹤0.01%	2575

Other funds holding CLDX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's CLDX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Celldex Therapeutics (CLDX) in Q2 2026: 19 shares worth $707. The stake represents ﹤0.01% of the portfolio and ranks #2575 among its holdings.

252 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

Action Point Financial Planning held 19 shares of Celldex Therapeutics worth $707 as of Q2 2026.
Celldex Therapeutics was a new Action Point Financial Planning position in Q2 2026.
Celldex Therapeutics made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2575 holding.
252 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.