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INVST’s Cardiff Oncology CRDF Stock Holding History

INVST’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-40,500
Closed -$65.6K – 350
2026
Q1 		$65.6K Buy
40,500
+4,500
+13% +$9.24K 0.01% 328
2025
Q4 		$101K Sell
36,000
-4,500
-11% -$10.4K 0.01% 302
2025
Q3 		$83.4K Buy
40,500
+4,500
+13% +$12.4K 0.01% 302
2025
Q2 		$113K Hold
36,000
– – 0.01% 292
2025
Q1 		$113K Hold
36,000
– – 0.02% 266
2024
Q4 		$156K Buy
36,000
+13,500
+60% +$42.2K 0.02% 242
2024
Q3 		$60.1K Sell
22,500
-13,500
-38% -$31.9K 0.01% 247
2024
Q2 		$73.8K Buy
+36,000
New +$136K 0.01% 258

Other funds holding CRDF

LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

INVST's CRDF Position: Q2 2026 in Review

INVST sold out of Cardiff Oncology (CRDF) in Q2 2026, closing a stake of 40,500 shares — an estimated $65.6K sold.

INVST first reported a position in CRDF in Q2 2024 and held it in 8 quarters. The position peaked at $156K in Q4 2024. 105 funds tracked by Wall St. Rank hold CRDF as of Q2 2026.

  • INVST reported no remaining Cardiff Oncology position as of Q2 2026 after selling out during the quarter.
  • INVST sold 40,500 Cardiff Oncology shares in Q2 2026, an estimated $65.6K.
  • INVST first reported a position in Cardiff Oncology in Q2 2024 and held it in 8 quarters.
  • INVST's Cardiff Oncology position peaked at $156K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Cardiff Oncology as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.