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Farther Finance Advisors’s Celldex Therapeutics CLDX Stock Holding History

Farther Finance 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
Q3 		$9.3K Buy
287
+71
+33% +$2.71K ﹤0.01% 4664
2026
Q2 		$8.04K Sell
216
-108
-33% -$3.49K ﹤0.01% 4562
2026
Q1 		$10.1K Buy
324
+133
+70% +$3.63K ﹤0.01% 4107
2025
Q4 		$5.19K Hold
191
– – ﹤0.01% 4291
2025
Q3 		$4.94K Buy
191
+10
+6% +$232 ﹤0.01% 3772
2025
Q2 		$3.68K Buy
181
+125
+223% +$2.43K ﹤0.01% 3485
2025
Q1 		$944 Sell
56
-64
-53% -$1.43K ﹤0.01% 3630
2024
Q4 		$3.03K Sell
120
-203
-63% -$5.51K ﹤0.01% 2858
2024
Q3 		$11K Buy
323
+3
+0.9% +$114 ﹤0.01% 2329
2024
Q2 		$12.5K Buy
320
+300
+1,500% +$11.3K ﹤0.01% 1990
2024
Q1 		$833 Hold
20
– – ﹤0.01% 2840
2023
Q4 		$793 Buy
20
+1
+5% +$29 ﹤0.01% 2818
2023
Q3 		$523 Sell
19
-299
-94% -$9.37K ﹤0.01% 2256
2023
Q2 		$10.8K Sell
318
-2,910
-90% -$98.1K ﹤0.01% 1170
2023
Q1 		$116K Buy
+3,228
New +$139K 0.03% 366

Other funds holding CLDX

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's CLDX Position: Q3 2026 in Review

Farther Finance Advisors increased its Celldex Therapeutics (CLDX) stake by 33% in Q3 2026, buying an estimated $2.71K and bringing the position to 287 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4664.

Farther Finance Advisors first reported a position in CLDX in Q1 2023 and has held it in 15 quarters since. The position peaked at $116K in Q1 2023. 7 funds tracked by Wall St. Rank hold CLDX as of Q3 2026.

  • Farther Finance Advisors held 287 shares of Celldex Therapeutics worth $9.3K as of Q3 2026.
  • Farther Finance Advisors bought 71 Celldex Therapeutics shares in Q3 2026, an estimated $2.71K.
  • Celldex Therapeutics made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4664 holding.
  • Farther Finance Advisors first reported a position in Celldex Therapeutics in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Celldex Therapeutics position peaked at $116K in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.