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Endowment Wealth Management’s Cardio Diagnostics CDIO Stock Holding History

Endowment Wealth Management’s Portfolio CDIO Stock Details CDIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-477
Closed -$4.72K – 159
2025
Q1 		$4.72K Hold
477
– – ﹤0.01% 149
2024
Q4 		$13.1K Hold
477
– – 0.01% 136
2024
Q3 		$3.19K Hold
477
– – ﹤0.01% 137
2024
Q2 		$7.87K Buy
+477
New +$11.2K 0.01% 129

Other funds holding CDIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Endowment Wealth Management's CDIO Position: Q2 2025 in Review

Endowment Wealth Management sold out of Cardio Diagnostics (CDIO) in Q2 2025, closing a stake of 477 shares — an estimated $4.72K sold.

Endowment Wealth Management first reported a position in CDIO in Q2 2024 and held it in 4 quarters. The position peaked at $13.1K in Q4 2024. 16 funds tracked by Wall St. Rank hold CDIO as of Q2 2025.

  • Endowment Wealth Management reported no remaining Cardio Diagnostics position as of Q2 2025 after selling out during the quarter.
  • Endowment Wealth Management sold 477 Cardio Diagnostics shares in Q2 2025, an estimated $4.72K.
  • Endowment Wealth Management first reported a position in Cardio Diagnostics in Q2 2024 and held it in 4 quarters.
  • Endowment Wealth Management's Cardio Diagnostics position peaked at $13.1K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Cardio Diagnostics as of Q2 2025.

Based on Endowment Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.