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Integrated Wealth Concepts’s CareDx CDNA Stock Holding History

Integrated Wealth Concepts’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 		$29.4K Buy
+1,033
New +$22.5K ﹤0.01% 3788

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

Integrated Wealth Concepts's CDNA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in CareDx (CDNA) in Q2 2026: 1,033 shares worth $29.4K. The stake represents ﹤0.01% of the portfolio and ranks #3788 among its holdings.

227 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

  • Integrated Wealth Concepts held 1,033 shares of CareDx worth $29.4K as of Q2 2026.
  • CareDx was a new Integrated Wealth Concepts position in Q2 2026.
  • CareDx made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3788 holding.
  • 227 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.