Bradley & Co Private Wealth Management’s CareDx CDNA Stock Holding History

Bradley & Co Private Wealth Management’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	$230K	Hold	8,087	–	–	0.11%	58
2026 Q1	$140K	Hold	8,087	–	–	0.07%	62
2025 Q4	$152K	Sell	8,087 -4,500	-36%	-$75.4K	0.08%	64
2025 Q3	$183K	Hold	12,587	–	–	0.1%	51
2025 Q2	$246K	Hold	12,587	–	–	0.15%	38
2025 Q1	$223K	Hold	12,587	–	–	0.15%	38
2024 Q4	$269K	Buy	+12,587	New	+$306K	0.17%	35
2024 Q2	$219K	Hold	14,087	–	–	0.16%	35
2024 Q1	$149K	Hold	14,087	–	–	0.12%	40
2023 Q4	$169K	Hold	14,087	–	–	0.16%	35
2023 Q3	$98.6K	Hold	14,087	–	–	0.1%	40
2023 Q2	$120K	Hold	14,087	–	–	0.12%	37
2023 Q1	$129K	Hold	14,087	–	–	0.14%	35
2022 Q4	$161K	Sell	14,087 -5,664	-29%	-$83.9K	0.2%	35
2022 Q3	$336K	Hold	19,751	–	–	0.4%	27
2022 Q2	$424K	Hold	19,751	–	–	0.47%	30
2022 Q1	$731K	Hold	19,751	–	–	0.63%	28
2021 Q4	$898K	Hold	19,751	–	–	0.72%	26
2021 Q3	$1.25M	Sell	19,751 -400	-2%	-$30.5K	1.08%	22
2021 Q2	$1.84M	Hold	20,151	–	–	1.61%	18
2021 Q1	$1.37M	Buy	+20,151	New	+$1.56M	1.27%	22

Other funds holding CDNA

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bradley & Co Private Wealth Management's CDNA Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its CareDx (CDNA) position steady in Q2 2026 at 8,087 shares worth $230K. The position accounts for 0.11% of the portfolio, ranked #58.

Bradley & Co Private Wealth Management first reported a position in CDNA in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.84M in Q2 2021. 227 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

Bradley & Co Private Wealth Management held 8,087 shares of CareDx worth $230K as of Q2 2026.
Bradley & Co Private Wealth Management left its CareDx share count unchanged in Q2 2026.
CareDx made up 0.11% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #58 holding.
Bradley & Co Private Wealth Management first reported a position in CareDx in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's CareDx position peaked at $1.84M in Q2 2021.
227 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.