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Clearstead Advisors’s CareDx CDNA Stock Holding History

Clearstead Advisors’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 		$143 Buy
+5
New +$109 ﹤0.01% 3281
2026
Q1 		– Sell
-6
Closed -$114 – 2349
2025
Q4 		$114 Sell
6
-14
-70% -$235 ﹤0.01% 2500
2025
Q3 		$291 Sell
20
-91
-82% -$1.3K ﹤0.01% 2809
2025
Q2 		$2.17K Buy
+111
New +$1.97K ﹤0.01% 2306

Other funds holding CDNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DM
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's CDNA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in CareDx (CDNA) in Q2 2026: 5 shares worth $143. The stake represents ﹤0.01% of the portfolio and ranks #3281 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CDNA as recently as Q4 2025.

Clearstead Advisors first reported a position in CDNA in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.17K in Q2 2025. 227 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

  • Clearstead Advisors held 5 shares of CareDx worth $143 as of Q2 2026.
  • CareDx was a new Clearstead Advisors position in Q2 2026.
  • CareDx made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3281 holding.
  • Clearstead Advisors first reported a position in CareDx in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's CareDx position peaked at $2.17K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.