IFP Advisors’s Celldex Therapeutics CLDX Stock Holding History

IFP 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 Q2	$9.64K	Buy	259 +254	+5,080%	+$8.2K	﹤0.01%	3419
2026 Q1	$159	Hold	5	–	–	﹤0.01%	4658
2025 Q4	$136	Hold	5	–	–	﹤0.01%	4547
2025 Q3	$129	Buy	+5	New	+$116	﹤0.01%	4498
2025 Q2	–	Hold	0	–	–	–	3063
2023 Q1	–	Sell	-19	Closed	-$2K	–	3549
2022 Q4	$2K	Sell	19 -10	-34%	-$357	﹤0.01%	4124
2022 Q3	$4K	Hold	29	–	–	﹤0.01%	4105
2022 Q2	$4K	Hold	29	–	–	﹤0.01%	3869
2022 Q1	$4K	Buy	+29	New	+$927	﹤0.01%	3869
2019 Q4	–	Sell	-5	Closed	–	–	2867
2019 Q3	$0	Buy	+5	New	+$12	﹤0.01%	3074
2019 Q1	–	Sell	-60	Closed	–	–	2518
2018 Q4	$0	Hold	60	–	–	﹤0.01%	3561
2018 Q3	$0	Hold	60	–	–	﹤0.01%	3847
2018 Q2	$0	Sell	60 -67	-53%	-$896	﹤0.01%	3893
2018 Q1	$5K	Hold	127	–	–	﹤0.01%	3142
2017 Q4	$5K	Sell	127 -194	-60%	-$8.31K	﹤0.01%	3189
2017 Q3	$14K	Hold	321	–	–	﹤0.01%	2817
2017 Q2	$12K	Hold	321	–	–	﹤0.01%	2894
2017 Q1	$17K	Buy	321 +49	+18%	+$2.55K	﹤0.01%	2596
2016 Q4	$14K	Hold	272	–	–	﹤0.01%	2693
2016 Q3	$16K	Hold	272	–	–	﹤0.01%	2532
2016 Q2	$18K	Buy	+272	New	+$17.3K	﹤0.01%	2400
2016 Q1	–	Sell	-42	Closed	-$10K	–	2524
2015 Q4	$10K	Buy	+42	New	+$9.16K	﹤0.01%	2572

Other funds holding CLDX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

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

IFP Advisors's CLDX Position: Q2 2026 in Review

IFP Advisors increased its Celldex Therapeutics (CLDX) stake by 5,080% in Q2 2026, buying an estimated $8.2K and bringing the position to 259 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #3419.

IFP Advisors first reported a position in CLDX in Q4 2015 and has held it in 21 quarters since. The position peaked at $18K in Q2 2016. 253 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

IFP Advisors held 259 shares of Celldex Therapeutics worth $9.64K as of Q2 2026.
IFP Advisors bought 254 Celldex Therapeutics shares in Q2 2026, an estimated $8.2K.
Celldex Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3419 holding.
IFP Advisors first reported a position in Celldex Therapeutics in Q4 2015 and has held it in 21 quarters since.
IFP Advisors's Celldex Therapeutics position peaked at $18K in Q2 2016.
253 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.