Envestnet Asset Management
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Envestnet Asset Management’s CareDx CDNA Stock Holding History

Envestnet Asset 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 		$371K Buy
13,014
+634
+5% +$13.8K ﹤0.01% 4298
2026
Q1 		$215K Buy
12,380
+1,924
+18% +$36.4K ﹤0.01% 4476
2025
Q4 		$197K Sell
10,456
-6,545
-38% -$110K ﹤0.01% 4273
2025
Q3 		$247K Sell
17,001
-5,488
-24% -$78.2K ﹤0.01% 4196
2025
Q2 		$439K Buy
22,489
+3,389
+18% +$60.2K ﹤0.01% 3787
2025
Q1 		$339K Buy
19,100
+290
+2% +$6.25K ﹤0.01% 3854
2024
Q4 		$403K Sell
18,810
-1,596
-8% -$38.8K ﹤0.01% 3708
2024
Q3 		$637K Buy
20,406
+6,343
+45% +$158K ﹤0.01% 3395
2024
Q2 		$218K Buy
+14,063
New +$170K ﹤0.01% 3880
2023
Q1 		– Sell
-20,125
Closed -$230K – 3982
2022
Q4 		$230K Sell
20,125
-24,290
-55% -$360K ﹤0.01% 3601
2022
Q3 		$756K Buy
44,415
+1,536
+4% +$33K ﹤0.01% 2772
2022
Q2 		$921K Sell
42,879
-3,865
-8% -$107K ﹤0.01% 2658
2022
Q1 		$1.73M Buy
46,744
+8,952
+24% +$349K ﹤0.01% 2291
2021
Q4 		$1.72M Sell
37,792
-3,643
-9% -$190K ﹤0.01% 2276
2021
Q3 		$2.63M Buy
41,435
+7,529
+22% +$573K ﹤0.01% 1924
2021
Q2 		$3.1M Buy
33,906
+6,218
+22% +$494K ﹤0.01% 1789
2021
Q1 		$1.89M Buy
27,688
+8,428
+44% +$654K ﹤0.01% 1974
2020
Q4 		$1.4M Buy
19,260
+1,778
+10% +$103K ﹤0.01% 1991
2020
Q3 		$663K Sell
17,482
-1,838
-10% -$62.1K ﹤0.01% 2311
2020
Q2 		$685K Buy
19,320
+2,550
+15% +$72.6K ﹤0.01% 2204
2020
Q1 		$366K Buy
+16,770
New +$376K ﹤0.01% 2453

Other funds holding CDNA

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management's CDNA Position: Q2 2026 in Review

Envestnet Asset Management increased its CareDx (CDNA) stake by 5.1% in Q2 2026, buying an estimated $13.8K and bringing the position to 13,014 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #4298.

Envestnet Asset Management first reported a position in CDNA in Q1 2020 and has held it in 21 quarters since. The position peaked at $3.1M in Q2 2021. 59 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

  • Envestnet Asset Management held 13,014 shares of CareDx worth $371K as of Q2 2026.
  • Envestnet Asset Management bought 634 CareDx shares in Q2 2026, an estimated $13.8K.
  • CareDx made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4298 holding.
  • Envestnet Asset Management first reported a position in CareDx in Q1 2020 and has held it in 21 quarters since.
  • Envestnet Asset Management's CareDx position peaked at $3.1M in Q2 2021.
  • 59 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.