Empirical Wealth Management’s CareDx CDNA Stock Holding History

Empirical Wealth Management’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	–	Sell	-11,138	Closed	-$193K	–	1073
2026 Q1	$193K	Sell	11,138 -750	-6%	-$14.2K	﹤0.01%	953
2025 Q4	$224K	Sell	11,888 -1,175	-9%	-$19.7K	﹤0.01%	814
2025 Q3	$190K	Hold	13,063	–	–	﹤0.01%	769
2025 Q2	$255K	Hold	13,063	–	–	0.01%	575
2025 Q1	$232K	Sell	13,063 -100	-0.8%	-$2.15K	0.01%	573
2024 Q4	$282K	Sell	13,163 -500	-4%	-$12.2K	0.01%	515
2024 Q3	$427K	Sell	13,663 -14,500	-51%	-$361K	0.01%	397
2024 Q2	$437K	Hold	28,163	–	–	0.01%	390
2024 Q1	$298K	Hold	28,163	–	–	0.01%	441
2023 Q4	$338K	Hold	28,163	–	–	0.01%	377
2023 Q3	$197K	Hold	28,163	–	–	0.01%	447
2023 Q2	$239K	Buy	+28,163	New	+$235K	0.01%	409
2021 Q2	–	Sell	-28,476	Closed	-$1.94M	–	445
2021 Q1	$1.94M	Sell	28,476 -1,572	-5%	-$122K	0.16%	98
2020 Q4	$2.18M	Sell	30,048 -20,610	-41%	-$1.19M	0.17%	88
2020 Q3	$1.92M	Buy	+50,658	New	+$1.71M	0.16%	91

Other funds holding CDNA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Empirical Wealth Management's CDNA Position: Q2 2026 in Review

Empirical Wealth Management sold out of CareDx (CDNA) in Q2 2026, closing a stake of 11,138 shares — an estimated $193K sold.

Empirical Wealth Management first reported a position in CDNA in Q3 2020 and held it in 15 quarters. The position peaked at $2.18M in Q4 2020. 36 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

Empirical Wealth Management reported no remaining CareDx position as of Q2 2026 after selling out during the quarter.
Empirical Wealth Management sold 11,138 CareDx shares in Q2 2026, an estimated $193K.
Empirical Wealth Management first reported a position in CareDx in Q3 2020 and held it in 15 quarters.
Empirical Wealth Management's CareDx position peaked at $2.18M in Q4 2020.
36 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.