LPL Financial
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LPL Financial’s CareDx CDNA Stock Holding History

LPL Financial’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 		$432K Sell
15,170
-3,531
-19% -$76.9K ﹤0.01% 5143
2026
Q1 		$325K Buy
18,701
+1,012
+6% +$19.2K ﹤0.01% 5136
2025
Q4 		$333K Sell
17,689
-4,635
-21% -$77.6K ﹤0.01% 5063
2025
Q3 		$325K Sell
22,324
-12,753
-36% -$182K ﹤0.01% 4992
2025
Q2 		$685K Sell
35,077
-347
-1% -$6.17K ﹤0.01% 4102
2025
Q1 		$629K Buy
35,424
+976
+3% +$21K ﹤0.01% 3954
2024
Q4 		$738K Sell
34,448
-3,136
-8% -$76.3K ﹤0.01% 3752
2024
Q3 		$1.17M Buy
37,584
+1,918
+5% +$47.7K ﹤0.01% 3243
2024
Q2 		$554K Buy
35,666
+7,087
+25% +$85.7K ﹤0.01% 3793
2024
Q1 		$303K Sell
28,579
-5,029
-15% -$50.3K ﹤0.01% 4186
2023
Q4 		$403K Sell
33,608
-1,645
-5% -$13.5K ﹤0.01% 3837
2023
Q3 		$247K Buy
35,253
+180
+0.5% +$1.66K ﹤0.01% 4087
2023
Q2 		$298K Sell
35,073
-5,299
-13% -$44.2K ﹤0.01% 3854
2023
Q1 		$369K Buy
40,372
+6,948
+21% +$88.9K ﹤0.01% 3582
2022
Q4 		$381K Sell
33,424
-3,566
-10% -$52.8K ﹤0.01% 3483
2022
Q3 		$630K Sell
36,990
-1,564
-4% -$33.6K ﹤0.01% 2934
2022
Q2 		$828K Buy
38,554
+1,318
+4% +$36.6K ﹤0.01% 2740
2022
Q1 		$1.38M Buy
37,236
+1,407
+4% +$54.8K ﹤0.01% 2344
2021
Q4 		$1.63M Buy
35,829
+9,469
+36% +$494K ﹤0.01% 2242
2021
Q3 		$1.67M Buy
26,360
+9,832
+59% +$749K ﹤0.01% 2187
2021
Q2 		$1.51M Buy
16,528
+1,276
+8% +$101K ﹤0.01% 2203
2021
Q1 		$1.04M Buy
15,252
+1,369
+10% +$106K ﹤0.01% 2370
2020
Q4 		$1.01M Buy
13,883
+5,284
+61% +$306K ﹤0.01% 2176
2020
Q3 		$326K Buy
8,599
+1,900
+28% +$64.1K ﹤0.01% 2844
2020
Q2 		$237K Buy
+6,699
New +$191K ﹤0.01% 3005

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

LPL Financial's CDNA Position: Q2 2026 in Review

LPL Financial reduced its CareDx (CDNA) stake by 19% in Q2 2026, selling an estimated $76.9K and leaving 15,170 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #5143.

LPL Financial first reported a position in CDNA in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.67M in Q3 2021. 227 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

  • LPL Financial held 15,170 shares of CareDx worth $432K as of Q2 2026.
  • LPL Financial sold 3,531 CareDx shares in Q2 2026, an estimated $76.9K.
  • CareDx made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5143 holding.
  • LPL Financial first reported a position in CareDx in Q2 2020 and has held it in 25 quarters since.
  • LPL Financial's CareDx position peaked at $1.67M in Q3 2021.
  • 227 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.