MassMutual Private Wealth & Trust’s CareDx CDNA Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q2	–	Sell	-29	Closed	-$515	–	2370
2025 Q1	$515	Buy	+29	New	+$625	﹤0.01%	2228
2022 Q4	–	Sell	-87	Closed	-$1K	–	1668
2022 Q3	$1K	Buy	+87	New	+$1.87K	﹤0.01%	1382
2022 Q2	–	Sell	-15	Closed	-$1K	–	1535
2022 Q1	$1K	Buy	+15	New	+$585	﹤0.01%	1280

Other funds holding CDNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

MassMutual Private Wealth & Trust's CDNA Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of CareDx (CDNA) in Q2 2025, closing a stake of 29 shares — an estimated $515 sold.

MassMutual Private Wealth & Trust first reported a position in CDNA in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 197 funds tracked by Wall St. Rank hold CDNA as of Q2 2025.

MassMutual Private Wealth & Trust reported no remaining CareDx position as of Q2 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 29 CareDx shares in Q2 2025, an estimated $515.
MassMutual Private Wealth & Trust first reported a position in CareDx in Q1 2022 and held it in 3 quarters.
MassMutual Private Wealth & Trust's CareDx position peaked at $1K in Q3 2022.
197 funds tracked by Wall St. Rank held CareDx as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.