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IEQ Capital’s CareDx CDNA Stock Holding History

IEQ Capital’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 		$418K Sell
14,666
-4,426
-23% -$96.3K ﹤0.01% 1479
2026
Q1 		$331K Buy
19,092
+8,624
+82% +$163K ﹤0.01% 1475
2025
Q4 		$197K Buy
+10,468
New +$175K ﹤0.01% 1701
2025
Q2 		– Sell
-23,245
Closed -$413K – 1843
2025
Q1 		$413K Sell
23,245
-22,080
-49% -$476K ﹤0.01% 1058
2024
Q4 		$970K Buy
+45,325
New +$1.1M 0.01% 668

Other funds holding CDNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IEQ Capital's CDNA Position: Q2 2026 in Review

IEQ Capital reduced its CareDx (CDNA) stake by 23% in Q2 2026, selling an estimated $96.3K and leaving 14,666 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

IEQ Capital first reported a position in CDNA in Q4 2024 and has held it in 5 quarters since. The position peaked at $970K in Q4 2024. 228 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

  • IEQ Capital held 14,666 shares of CareDx worth $418K as of Q2 2026.
  • IEQ Capital sold 4,426 CareDx shares in Q2 2026, an estimated $96.3K.
  • CareDx made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1479 holding.
  • IEQ Capital first reported a position in CareDx in Q4 2024 and has held it in 5 quarters since.
  • IEQ Capital's CareDx position peaked at $970K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.