LPL Financial’s Celldex Therapeutics CLDX Stock Holding History

LPL Financial’s Portfolio CLDX Stock Details CLDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$207K	Buy	+5,550	New	+$179K	﹤0.01%	5737
2019 Q1	–	Sell	-1,844	Closed	-$5K	–	3191
2018 Q4	$5K	Sell	1,844 -475	-20%	-$2.33K	﹤0.01%	3062
2018 Q3	$16K	Sell	2,319 -130	-5%	-$910	﹤0.01%	3209
2018 Q2	$18K	Sell	2,449 -310	-11%	-$4.14K	﹤0.01%	3182
2018 Q1	$96K	Sell	2,759 -212	-7%	-$8.21K	﹤0.01%	3082
2017 Q4	$127K	Buy	2,971 +1,300	+78%	+$55.7K	﹤0.01%	2905
2017 Q3	$72K	Buy	1,671 +90	+6%	+$3.37K	﹤0.01%	2802
2017 Q2	$59K	Hold	1,581	–	–	﹤0.01%	2746
2017 Q1	$82K	Hold	1,581	–	–	﹤0.01%	2632
2016 Q4	$86K	Buy	1,581 +16	+1%	+$910	﹤0.01%	2604
2016 Q3	$100K	Hold	1,565	–	–	﹤0.01%	2536
2016 Q2	$109K	Buy	1,565 +636	+68%	+$40.4K	﹤0.01%	2495
2016 Q1	$61K	Buy	929 +230	+33%	+$25.9K	﹤0.01%	2985
2015 Q4	$162K	Buy	+699	New	+$152K	﹤0.01%	2886

Other funds holding CLDX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's CLDX Position: Q2 2026 in Review

LPL Financial opened a new position in Celldex Therapeutics (CLDX) in Q2 2026: 5,550 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #5737 among its holdings. This is a return to the name: LPL Financial previously reported a position in CLDX as recently as Q4 2018.

LPL Financial first reported a position in CLDX in Q4 2015 and has held it in 14 quarters since. 253 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

LPL Financial held 5,550 shares of Celldex Therapeutics worth $207K as of Q2 2026.
Celldex Therapeutics was a new LPL Financial position in Q2 2026.
Celldex Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5737 holding.
LPL Financial first reported a position in Celldex Therapeutics in Q4 2015 and has held it in 14 quarters since.
253 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

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