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Concord Wealth Partners’s Celldex Therapeutics CLDX Stock Holding History

Concord Wealth Partners’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 		$298 Buy
+8
New +$258 ﹤0.01% 834
2026
Q1 		– Sell
-8
Closed -$217 – 299
2025
Q4 		$217 Hold
8
– – ﹤0.01% 797
2025
Q3 		$207 Hold
8
– – ﹤0.01% 787
2025
Q2 		$163 Buy
+8
New +$156 ﹤0.01% 815

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

Concord Wealth Partners's CLDX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Celldex Therapeutics (CLDX) in Q2 2026: 8 shares worth $298. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CLDX as recently as Q4 2025.

Concord Wealth Partners first reported a position in CLDX in Q2 2025 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

  • Concord Wealth Partners held 8 shares of Celldex Therapeutics worth $298 as of Q2 2026.
  • Celldex Therapeutics was a new Concord Wealth Partners position in Q2 2026.
  • Celldex Therapeutics made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #834 holding.
  • Concord Wealth Partners first reported a position in Celldex Therapeutics in Q2 2025 and has held it in 4 quarters since.
  • 254 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.