Creative Planning
CDNA icon

Creative Planning’s CareDx CDNA Stock Holding History

Creative Planning’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 		$1M Buy
35,183
+4,686
+15% +$102K ﹤0.01% 2638
2026
Q1 		$529K Buy
30,497
+917
+3% +$17.4K ﹤0.01% 2992
2025
Q4 		$557K Buy
29,580
+1,593
+6% +$26.7K ﹤0.01% 2742
2025
Q3 		$407K Buy
+27,987
New +$399K ﹤0.01% 2903
2024
Q4 		– Sell
-6,537
Closed -$204K – 3605
2024
Q3 		$204K Buy
+6,537
New +$163K ﹤0.01% 2820
2023
Q2 		– Sell
-53
Closed -$485 – 2680
2023
Q1 		$485 Buy
+53
New +$678 ﹤0.01% 2588

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

Creative Planning's CDNA Position: Q2 2026 in Review

Creative Planning increased its CareDx (CDNA) stake by 15% in Q2 2026, buying an estimated $102K and bringing the position to 35,183 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Creative Planning first reported a position in CDNA in Q1 2023 and has held it in 6 quarters since. 227 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

  • Creative Planning held 35,183 shares of CareDx worth $1M as of Q2 2026.
  • Creative Planning bought 4,686 CareDx shares in Q2 2026, an estimated $102K.
  • CareDx made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2638 holding.
  • Creative Planning first reported a position in CareDx in Q1 2023 and has held it in 6 quarters since.
  • 227 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.