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Allworth Financial’s Celldex Therapeutics CLDX Stock Holding History

Allworth Financial’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 		$15.2K Buy
408
+322
+374% +$10.4K ﹤0.01% 3417
2026
Q1 		$2.73K Buy
86
+16
+23% +$436 ﹤0.01% 4245
2025
Q4 		$1.9K Hold
70
– – ﹤0.01% 4137
2025
Q3 		$1.81K Hold
70
– – ﹤0.01% 4052
2025
Q2 		$1.43K Buy
70
+41
+141% +$798 ﹤0.01% 3843
2025
Q1 		$568 Buy
29
+11
+61% +$246 ﹤0.01% 3646
2024
Q4 		$437 Buy
+18
New +$489 ﹤0.01% 3639

Other funds holding CLDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's CLDX Position: Q2 2026 in Review

Allworth Financial increased its Celldex Therapeutics (CLDX) stake by 374% in Q2 2026, buying an estimated $10.4K and bringing the position to 408 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3417.

Allworth Financial first reported a position in CLDX in Q4 2024 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

  • Allworth Financial held 408 shares of Celldex Therapeutics worth $15.2K as of Q2 2026.
  • Allworth Financial bought 322 Celldex Therapeutics shares in Q2 2026, an estimated $10.4K.
  • Celldex Therapeutics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3417 holding.
  • Allworth Financial first reported a position in Celldex Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • 253 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

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