LPL Financial
CDIO icon

LPL Financial’s Cardio Diagnostics CDIO Stock Holding History

LPL Financial’s Portfolio CDIO Stock Details CDIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-507
Closed -$5.02K – 5575
2025
Q1 		$5.02K Hold
507
– – ﹤0.01% 5332
2024
Q4 		$13.9K Hold
507
– – ﹤0.01% 5233
2024
Q3 		$3.39K Hold
507
– – ﹤0.01% 5149
2024
Q2 		$8.36K Buy
+507
New +$11.9K ﹤0.01% 4982

Other funds holding CDIO

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Geode Capital Management
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's CDIO Position: Q2 2025 in Review

LPL Financial sold out of Cardio Diagnostics (CDIO) in Q2 2025, closing a stake of 507 shares — an estimated $5.02K sold.

LPL Financial first reported a position in CDIO in Q2 2024 and held it in 4 quarters. The position peaked at $13.9K in Q4 2024. 16 funds tracked by Wall St. Rank hold CDIO as of Q2 2025.

  • LPL Financial reported no remaining Cardio Diagnostics position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 507 Cardio Diagnostics shares in Q2 2025, an estimated $5.02K.
  • LPL Financial first reported a position in Cardio Diagnostics in Q2 2024 and held it in 4 quarters.
  • LPL Financial's Cardio Diagnostics position peaked at $13.9K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Cardio Diagnostics as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.