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Moneta Group Investment Advisors’s Candel Therapeutics CADL Stock Holding History

Moneta Group Investment Advisors’s Portfolio CADL Stock Details CADL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$205K Sell
41,867
-650
-2% -$3.54K ﹤0.01% 766
2025
Q4 		$240K Buy
42,517
+2,000
+5% +$10.8K ﹤0.01% 702
2025
Q3 		$207K Hold
40,517
– – ﹤0.01% 750
2025
Q2 		$205K Buy
40,517
+1,648
+4% +$8.48K ﹤0.01% 669
2025
Q1 		$220K Buy
+38,869
New +$318K ﹤0.01% 610

Other funds holding CADL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moneta Group Investment Advisors's CADL Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Candel Therapeutics (CADL) stake by 1.5% in Q1 2026, selling an estimated $3.54K and leaving 41,867 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Moneta Group Investment Advisors first reported a position in CADL in Q1 2025 and has held it in 5 quarters since. The position peaked at $240K in Q4 2025. 114 funds tracked by Wall St. Rank hold CADL as of Q1 2026.

  • Moneta Group Investment Advisors held 41,867 shares of Candel Therapeutics worth $205K as of Q1 2026.
  • Moneta Group Investment Advisors sold 650 Candel Therapeutics shares in Q1 2026, an estimated $3.54K.
  • Candel Therapeutics made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #766 holding.
  • Moneta Group Investment Advisors first reported a position in Candel Therapeutics in Q1 2025 and has held it in 5 quarters since.
  • Moneta Group Investment Advisors's Candel Therapeutics position peaked at $240K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held Candel Therapeutics as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.