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 Q2	$150K	Sell	14,525 -27,342	-65%	-$207K	﹤0.01%	850
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

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

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

ACA

Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

SVCM

Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Moneta Group Investment Advisors's CADL Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Candel Therapeutics (CADL) stake by 65% in Q2 2026, selling an estimated $207K and leaving 14,525 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Moneta Group Investment Advisors first reported a position in CADL in Q1 2025 and has held it in 6 quarters since. The position peaked at $240K in Q4 2025. 137 funds tracked by Wall St. Rank hold CADL as of Q2 2026.

Moneta Group Investment Advisors held 14,525 shares of Candel Therapeutics worth $150K as of Q2 2026.
Moneta Group Investment Advisors sold 27,342 Candel Therapeutics shares in Q2 2026, an estimated $207K.
Candel Therapeutics made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #850 holding.
Moneta Group Investment Advisors first reported a position in Candel Therapeutics in Q1 2025 and has held it in 6 quarters since.
Moneta Group Investment Advisors's Candel Therapeutics position peaked at $240K in Q4 2025.
137 funds tracked by Wall St. Rank held Candel Therapeutics as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.