Advocate Investing Services’s CareDx CDNA Stock Holding History

Advocate Investing Services’s Portfolio CDNA Stock Details CDNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-16	Closed	-$301	–	452
2025 Q4	$301	Buy	+16	New	+$268	﹤0.01%	429

Other funds holding CDNA

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Advocate Investing Services's CDNA Position: Q1 2026 in Review

Advocate Investing Services sold out of CareDx (CDNA) in Q1 2026, closing a stake of 16 shares — an estimated $301 sold.

Advocate Investing Services first reported a position in CDNA in Q4 2025 and held it in 1 quarter. The position peaked at $301 in Q4 2025. 190 funds tracked by Wall St. Rank hold CDNA as of Q1 2026.

Advocate Investing Services reported no remaining CareDx position as of Q1 2026 after selling out during the quarter.
Advocate Investing Services sold 16 CareDx shares in Q1 2026, an estimated $301.
Advocate Investing Services first reported a position in CareDx in Q4 2025 and held it in 1 quarter.
Advocate Investing Services's CareDx position peaked at $301 in Q4 2025.
190 funds tracked by Wall St. Rank held CareDx as of Q1 2026.

Based on Advocate Investing Services's 13F filing for Q1 2026, filed 22 Apr 2026.