Allworth Financial’s CareDx CDNA Stock Holding History

Allworth Financial’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 Q2	$72.5K	Buy	2,543 +52	+2%	+$1.13K	﹤0.01%	2182
2026 Q1	$43.2K	Buy	2,491 +439	+21%	+$8.31K	﹤0.01%	2430
2025 Q4	$38.7K	Buy	2,052 +26	+1%	+$436	﹤0.01%	2367
2025 Q3	$29.5K	Sell	2,026 -24	-1%	-$342	﹤0.01%	2471
2025 Q2	$40.1K	Buy	+2,050	New	+$36.4K	﹤0.01%	2085
2023 Q2	–	Sell	-91	Closed	-$832	–	3273
2023 Q1	$832	Buy	91 +31	+52%	+$397	﹤0.01%	2738
2022 Q4	$685	Buy	+60	New	+$889	﹤0.01%	2560
2022 Q3	–	Sell	-5	Closed	–	–	2697
2022 Q2	$0	Buy	+5	New	+$139	﹤0.01%	2432
2020 Q3	–	Sell	-450	Closed	-$16K	–	1174
2020 Q2	$16K	Hold	450	–	–	﹤0.01%	625
2020 Q1	$10K	Hold	450	–	–	﹤0.01%	694
2019 Q4	$10K	Hold	450	–	–	﹤0.01%	644
2019 Q3	$10K	Buy	+450	New	+$12.5K	﹤0.01%	578

Other funds holding CDNA

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AIM

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

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

BAMCO Inc New York $66.6B AUM 7.35% 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

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

Allworth Financial's CDNA Position: Q2 2026 in Review

Allworth Financial increased its CareDx (CDNA) stake by 2.1% in Q2 2026, buying an estimated $1.13K and bringing the position to 2,543 shares worth $72.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

Allworth Financial first reported a position in CDNA in Q3 2019 and has held it in 12 quarters since. 227 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

Allworth Financial held 2,543 shares of CareDx worth $72.5K as of Q2 2026.
Allworth Financial bought 52 CareDx shares in Q2 2026, an estimated $1.13K.
CareDx made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2182 holding.
Allworth Financial first reported a position in CareDx in Q3 2019 and has held it in 12 quarters since.
227 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.