JWM
CDTX

Jeppson Wealth Management’s Cidara Therapeutics CDTX Stock Holding History

Jeppson Wealth Management’s Portfolio CDTX Stock Details CDTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,155
Closed -$589K – 227
2025
Q3 		$589K Hold
6,155
– – 0.19% 107
2025
Q2 		$300K Buy
+6,155
New +$148K 0.1% 169
2024
Q2 		– Sell
-7,433
Closed -$137K – 207
2024
Q1 		$137K Buy
7,433
+310
+4% +$4.45K 0.05% 201
2023
Q4 		$113K Buy
7,123
+245
+4% +$3.94K 0.05% 197
2023
Q3 		$130K Buy
6,878
+122
+2% +$2.4K 0.06% 178
2023
Q2 		$153K Sell
6,756
-97
-1% -$2.28K 0.07% 187
2023
Q1 		$174K Sell
6,853
-1,178
-15% -$33.4K 0.08% 189
2022
Q4 		$121K Sell
8,031
-678
-8% -$8.09K 0.05% 201
2022
Q3 		$109K Sell
8,709
-345
-4% -$4.76K 0.05% 189
2022
Q2 		$88K Buy
9,054
+1,861
+26% +$23K 0.04% 189
2022
Q1 		$119K Buy
7,193
+1,667
+30% +$28.3K 0.06% 169
2021
Q4 		$140K Buy
5,526
+2,521
+84% +$78.5K 0.07% 156
2021
Q3 		$134K Buy
3,005
+400
+15% +$15.2K 0.07% 153
2021
Q2 		$105K Buy
2,605
+227
+10% +$9.61K 0.06% 149
2021
Q1 		$126K Sell
2,378
-235
-9% -$11.6K 0.07% 138
2020
Q4 		$105K Buy
2,613
+1,015
+64% +$50.5K 0.07% 136
2020
Q3 		$91K Buy
+1,598
New +$113K 0.07% 176

Other funds holding CDTX

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Jeppson Wealth Management's CDTX Position: Q4 2025 in Review

Jeppson Wealth Management sold out of Cidara Therapeutics (CDTX) in Q4 2025, closing a stake of 6,155 shares — an estimated $589K sold.

Jeppson Wealth Management first reported a position in CDTX in Q3 2020 and held it in 17 quarters. The position peaked at $589K in Q3 2025. 255 funds tracked by Wall St. Rank hold CDTX as of Q4 2025.

  • Jeppson Wealth Management reported no remaining Cidara Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Jeppson Wealth Management sold 6,155 Cidara Therapeutics shares in Q4 2025, an estimated $589K.
  • Jeppson Wealth Management first reported a position in Cidara Therapeutics in Q3 2020 and held it in 17 quarters.
  • Jeppson Wealth Management's Cidara Therapeutics position peaked at $589K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Cidara Therapeutics as of Q4 2025.

Based on Jeppson Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.