Covestor’s CareDx CDNA Stock Holding History

Covestor’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 Q3	$1K	Sell	10 -8	-44%	-$363	﹤0.01%	2046
2026 Q2	$1K	Buy	18 +13	+260%	+$283	﹤0.01%	2077
2026 Q1	$0	Hold	5	–	–	﹤0.01%	2299
2025 Q4	$0	Hold	5	–	–	﹤0.01%	2298
2025 Q3	$0	Hold	5	–	–	﹤0.01%	2318
2025 Q2	$0	Hold	5	–	–	﹤0.01%	2244
2025 Q1	$0	Hold	5	–	–	﹤0.01%	2258
2024 Q4	$0	Hold	5	–	–	﹤0.01%	2268
2024 Q3	$0	Sell	5 -4	-44%	-$100	﹤0.01%	2253
2024 Q2	$0	Hold	9	–	–	﹤0.01%	2266
2024 Q1	$0	Hold	9	–	–	﹤0.01%	2269
2023 Q4	$0	Sell	9 -1	-10%	-$8	﹤0.01%	2175
2023 Q3	$0	Sell	10 -2	-17%	-$18	﹤0.01%	2149
2023 Q2	$0	Buy	12 +6	+100%	+$50	﹤0.01%	2162
2023 Q1	$0	Hold	6	–	–	﹤0.01%	2061
2022 Q4	$0	Hold	6	–	–	﹤0.01%	2100
2022 Q3	$0	Sell	6 -2	-25%	-$43	﹤0.01%	2035
2022 Q2	$0	Buy	8 +1	+14%	+$28	﹤0.01%	1947
2022 Q1	$0	Sell	7 -2	-22%	-$78	﹤0.01%	2133
2021 Q4	$0	Buy	+9	New	+$470	﹤0.01%	2128

Other funds holding CDNA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Zweig-DiMenna Associates New York $1.3B AUM 120.13% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Gagnon Advisors New York $182M AUM 52.04% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Covestor's CDNA Position: Q3 2026 in Review

Covestor reduced its CareDx (CDNA) stake by 44% in Q3 2026, selling an estimated $363 and leaving 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Covestor first reported a position in CDNA in Q4 2021 and has held it in 20 quarters since. 109 funds tracked by Wall St. Rank hold CDNA as of Q3 2026.

Covestor held 10 shares of CareDx worth $1K as of Q3 2026.
Covestor sold 8 CareDx shares in Q3 2026, an estimated $363.
CareDx made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2046 holding.
Covestor first reported a position in CareDx in Q4 2021 and has held it in 20 quarters since.
109 funds tracked by Wall St. Rank held CareDx as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.