Cerity Partners’s CareDx CDNA Stock Holding History

Cerity 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	$364K	Sell	12,760 -13	-0.1%	-$283	﹤0.01%	2655
2026 Q1	$222K	Buy	12,773 +626	+5%	+$11.8K	﹤0.01%	2818
2025 Q4	$229K	Buy	+12,147	New	+$203K	﹤0.01%	2560
2024 Q4	–	Sell	-7,273	Closed	-$227K	–	2456
2024 Q3	$227K	Buy	+7,273	New	+$181K	﹤0.01%	2242

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

Cerity Partners's CDNA Position: Q2 2026 in Review

Cerity Partners reduced its CareDx (CDNA) stake by 0.1% in Q2 2026, selling an estimated $283 and leaving 12,760 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

Cerity Partners first reported a position in CDNA in Q3 2024 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

Cerity Partners held 12,760 shares of CareDx worth $364K as of Q2 2026.
Cerity Partners sold 13 CareDx shares in Q2 2026, an estimated $283.
CareDx made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2655 holding.
Cerity Partners first reported a position in CareDx in Q3 2024 and has held it in 4 quarters since.
227 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.