HB Wealth Management’s Candel Therapeutics CADL Stock Holding History

HB Wealth Management’s Portfolio CADL Stock Details CADL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$694K	Buy	67,396 +151	+0.2%	+$1.14K	﹤0.01%	939
2026 Q1	$330K	Buy	67,245 +8,900	+15%	+$48.4K	﹤0.01%	1180
2025 Q4	$330K	Hold	58,345	–	–	﹤0.01%	1093
2025 Q3	$298K	Buy	+58,345	New	+$337K	﹤0.01%	1074
2025 Q2	–	Sell	-94,300	Closed	-$533K	–	1185
2025 Q1	$533K	Buy	94,300 +7,000	+8%	+$57.2K	﹤0.01%	742
2024 Q4	$696K	Buy	87,300 +30,642	+54%	+$181K	0.01%	519
2024 Q3	$393K	Buy	+56,658	New	+$352K	﹤0.01%	667

Other funds holding CADL

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

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

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

ACA

Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

SVCM

Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HB Wealth Management's CADL Position: Q2 2026 in Review

HB Wealth Management increased its Candel Therapeutics (CADL) stake by 0.22% in Q2 2026, buying an estimated $1.14K and bringing the position to 67,396 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

HB Wealth Management first reported a position in CADL in Q3 2024 and has held it in 7 quarters since. The position peaked at $696K in Q4 2024. 138 funds tracked by Wall St. Rank hold CADL as of Q2 2026.

HB Wealth Management held 67,396 shares of Candel Therapeutics worth $694K as of Q2 2026.
HB Wealth Management bought 151 Candel Therapeutics shares in Q2 2026, an estimated $1.14K.
Candel Therapeutics made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #939 holding.
HB Wealth Management first reported a position in Candel Therapeutics in Q3 2024 and has held it in 7 quarters since.
HB Wealth Management's Candel Therapeutics position peaked at $696K in Q4 2024.
138 funds tracked by Wall St. Rank held Candel Therapeutics as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.