Harbor Investment Advisory’s CareDx CDNA Stock Holding History

Harbor Investment Advisory’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	$11.4K	Hold	400	–	–	﹤0.01%	1030
2026 Q1	$6.94K	Hold	400	–	–	﹤0.01%	967
2025 Q4	$7.54K	Hold	400	–	–	﹤0.01%	987
2025 Q3	$5.82K	Hold	400	–	–	﹤0.01%	990
2025 Q2	$7.82K	Hold	400	–	–	﹤0.01%	932
2025 Q1	$7.1K	Hold	400	–	–	﹤0.01%	933
2024 Q4	$8.56K	Hold	400	–	–	﹤0.01%	899
2024 Q3	$12.5K	Hold	400	–	–	﹤0.01%	828
2024 Q2	$6.21K	Hold	400	–	–	﹤0.01%	940
2024 Q1	$4.24K	Hold	400	–	–	﹤0.01%	996
2023 Q4	$4.8K	Hold	400	–	–	﹤0.01%	953
2023 Q3	$2.8K	Hold	400	–	–	﹤0.01%	1000
2023 Q2	$3.4K	Hold	400	–	–	﹤0.01%	1173
2023 Q1	$3.66K	Hold	400	–	–	﹤0.01%	1165
2022 Q4	$4.56K	Hold	400	–	–	﹤0.01%	1117
2022 Q3	$7K	Hold	400	–	–	﹤0.01%	1080
2022 Q2	$9K	Hold	400	–	–	﹤0.01%	1041
2022 Q1	$15K	Hold	400	–	–	﹤0.01%	984
2021 Q4	$18K	Hold	400	–	–	﹤0.01%	952
2021 Q3	$25K	Hold	400	–	–	﹤0.01%	910
2021 Q2	$37K	Hold	400	–	–	0.01%	778
2021 Q1	$27K	Hold	400	–	–	﹤0.01%	822
2020 Q4	$29K	Hold	400	–	–	﹤0.01%	751
2020 Q3	$15K	Sell	400 -100	-20%	-$3.38K	﹤0.01%	793
2020 Q2	$18K	Hold	500	–	–	﹤0.01%	663
2020 Q1	$11K	Sell	500 -100	-17%	-$2.24K	﹤0.01%	714
2019 Q4	$13K	Buy	+600	New	+$13.8K	﹤0.01%	594

Other funds holding CDNA

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Torren Management San Diego, California $197M AUM