ARS Investment Partners’s CareDx CDNA Stock Holding History

ARS Investment Partners’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	$2.12M	Sell	74,235 -3,000	-4%	-$65.3K	0.09%	80
2026 Q1	$1.34M	Sell	77,235 -17,104	-18%	-$324K	0.07%	88
2025 Q4	$1.78M	Sell	94,339 -11,716	-11%	-$196K	0.1%	79
2025 Q3	$1.54M	Buy	106,055 +10,170	+11%	+$145K	0.1%	82
2025 Q2	$1.87M	Sell	95,885 -6,083	-6%	-$108K	0.14%	73
2025 Q1	$2.18M	Hold	101,968	–	–	0.2%	61
2024 Q4	$2.18M	Buy	101,968 +6,083	+6%	+$148K	0.2%	61
2024 Q3	$2.99M	Buy	95,885 +14,450	+18%	+$360K	0.27%	53
2024 Q2	$1.26M	Sell	81,435 -52,675	-39%	-$637K	0.12%	69
2024 Q1	$1.42M	Sell	134,110 -17,400	-11%	-$174K	0.14%	70
2023 Q4	$1.82M	Sell	151,510 -220	-0.1%	-$1.8K	0.2%	60
2023 Q3	$1.06M	Hold	151,730	–	–	0.13%	74
2023 Q2	$1.29M	Hold	151,730	–	–	0.15%	72
2023 Q1	$1.39M	Buy	+151,730	New	+$1.94M	0.17%	72
2019 Q3	–	Sell	-9,800	Closed	-$353K	–	112
2019 Q2	$353K	Buy	+9,800	New	+$314K	0.06%	110

Other funds holding CDNA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Torren Management San Diego, California $197M AUM