EWA
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EverSource Wealth Advisors’s CareDx CDNA Stock Holding History

EverSource Wealth Advisors’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
Q1 		$7.64K Buy
440
+184
+72% +$3.48K ﹤0.01% 3064
2025
Q4 		$4.82K Sell
256
-41
-14% -$687 ﹤0.01% 3137
2025
Q3 		$4.32K Sell
297
-222
-43% -$3.17K ﹤0.01% 3221
2025
Q2 		$10.1K Buy
519
+306
+144% +$5.44K ﹤0.01% 2795
2025
Q1 		$3.78K Buy
213
+189
+788% +$4.07K ﹤0.01% 2630
2024
Q4 		$514 Buy
+24
New +$584 ﹤0.01% 3191
2022
Q2 		– Sell
-60
Closed -$2K – 1733
2022
Q1 		$2K Hold
60
– – ﹤0.01% 1497
2021
Q4 		$3K Buy
+60
New +$3.13K ﹤0.01% 1399

Other funds holding CDNA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return