Diversify Advisory Services’s Castle Biosciences CSTL Stock Holding History

Diversify Advisory Services’s Portfolio CSTL Stock Details CSTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$525K	Sell	15,534 -398	-2%	-$12K	0.01%	895
2026 Q2	$389K	Buy	+15,932	New	+$355K	0.01%	959
2024 Q2	–	Sell	-12,498	Closed	-$278K	–	658
2024 Q1	$278K	Buy	+12,498	New	+$272K	0.02%	547

Other funds holding CSTL

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Diversify Advisory Services's CSTL Position: Q3 2026 in Review

Diversify Advisory Services reduced its Castle Biosciences (CSTL) stake by 2.5% in Q3 2026, selling an estimated $12K and leaving 15,534 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #895.

Diversify Advisory Services first reported a position in CSTL in Q1 2024 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold CSTL as of Q3 2026.

Diversify Advisory Services held 15,534 shares of Castle Biosciences worth $525K as of Q3 2026.
Diversify Advisory Services sold 398 Castle Biosciences shares in Q3 2026, an estimated $12K.
Castle Biosciences made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #895 holding.
Diversify Advisory Services first reported a position in Castle Biosciences in Q1 2024 and has held it in 3 quarters since.
17 funds tracked by Wall St. Rank held Castle Biosciences as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.