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 Q2	$8.07K	Sell	283 -157	-36%	-$3.42K	﹤0.01%	3033
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	–	1732
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	1497
2021 Q4	$3K	Buy	+60	New	+$3.13K	﹤0.01%	1399

Other funds holding CDNA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's CDNA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CareDx (CDNA) stake by 36% in Q2 2026, selling an estimated $3.42K and leaving 283 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #3033.

EverSource Wealth Advisors first reported a position in CDNA in Q4 2021 and has held it in 9 quarters since. The position peaked at $10.1K in Q2 2025. 227 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

EverSource Wealth Advisors held 283 shares of CareDx worth $8.07K as of Q2 2026.
EverSource Wealth Advisors sold 157 CareDx shares in Q2 2026, an estimated $3.42K.
CareDx made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3033 holding.
EverSource Wealth Advisors first reported a position in CareDx in Q4 2021 and has held it in 9 quarters since.
EverSource Wealth Advisors's CareDx position peaked at $10.1K in Q2 2025.
227 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.