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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HB Wealth Management's CADL Position: Q1 2026 in Review

HB Wealth Management increased its Candel Therapeutics (CADL) stake by 15% in Q1 2026, buying an estimated $48.4K and bringing the position to 67,245 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

HB Wealth Management first reported a position in CADL in Q3 2024 and has held it in 6 quarters since. The position peaked at $696K in Q4 2024. 114 funds tracked by Wall St. Rank hold CADL as of Q1 2026.

  • HB Wealth Management held 67,245 shares of Candel Therapeutics worth $330K as of Q1 2026.
  • HB Wealth Management bought 8,900 Candel Therapeutics shares in Q1 2026, an estimated $48.4K.
  • Candel Therapeutics made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1180 holding.
  • HB Wealth Management first reported a position in Candel Therapeutics in Q3 2024 and has held it in 6 quarters since.
  • HB Wealth Management's Candel Therapeutics position peaked at $696K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held Candel Therapeutics as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.