EverSource Wealth Advisors’s Celldex Therapeutics CLDX Stock Holding History

EverSource Wealth Advisors’s Portfolio CLDX Stock Details CLDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14K	Sell	377 -105	-22%	-$3.39K	﹤0.01%	2688
2026 Q1	$15.3K	Buy	482 +218	+83%	+$5.94K	﹤0.01%	2671
2025 Q4	$7.17K	Buy	264 +2	+0.8%	+$53	﹤0.01%	2961
2025 Q3	$6.78K	Buy	262 +91	+53%	+$2.11K	﹤0.01%	3012
2025 Q2	$3.48K	Sell	171 -1,267	-88%	-$24.7K	﹤0.01%	3304
2025 Q1	$26.1K	Buy	1,438 +153	+12%	+$3.42K	﹤0.01%	1554
2024 Q4	$32.5K	Buy	1,285 +878	+216%	+$23.9K	﹤0.01%	1377
2024 Q3	$13.8K	Hold	407	–	–	﹤0.01%	1685
2024 Q2	$15.5K	Sell	407 -11	-3%	-$415	﹤0.01%	1626
2024 Q1	$15.6K	Buy	418 +379	+972%	+$15.6K	﹤0.01%	1483
2023 Q4	$1.55K	Buy	+39	New	+$1.15K	﹤0.01%	2257

Other funds holding CLDX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

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

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

EverSource Wealth Advisors reduced its Celldex Therapeutics (CLDX) stake by 22% in Q2 2026, selling an estimated $3.39K and leaving 377 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2688.

EverSource Wealth Advisors first reported a position in CLDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.5K in Q4 2024. 253 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

EverSource Wealth Advisors held 377 shares of Celldex Therapeutics worth $14K as of Q2 2026.
EverSource Wealth Advisors sold 105 Celldex Therapeutics shares in Q2 2026, an estimated $3.39K.
Celldex Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2688 holding.
EverSource Wealth Advisors first reported a position in Celldex Therapeutics in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Celldex Therapeutics position peaked at $32.5K in Q4 2024.
253 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

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