NewEdge Advisors’s CoreCard CCRD Stock Holding History

NewEdge Advisors’s Portfolio CCRD Stock Details CCRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-257	Closed	-$7.45K	–	4120
2025 Q2	$7.45K	Buy	+257	New	+$6.03K	﹤0.01%	3301

Other funds holding CCRD

WIM

Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return

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

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

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

MCM

Monarch Capital Management Fort Wayne, Indiana $436M AUM 26.61% 1-Year Est. Return

NewEdge Advisors's CCRD Position: Q3 2025 in Review

NewEdge Advisors sold out of CoreCard (CCRD) in Q3 2025, closing a stake of 257 shares — an estimated $7.45K sold.

NewEdge Advisors first reported a position in CCRD in Q2 2025 and held it in 1 quarter. The position peaked at $7.45K in Q2 2025. 92 funds tracked by Wall St. Rank hold CCRD as of Q3 2025.

NewEdge Advisors reported no remaining CoreCard position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 257 CoreCard shares in Q3 2025, an estimated $7.45K.
NewEdge Advisors first reported a position in CoreCard in Q2 2025 and held it in 1 quarter.
NewEdge Advisors's CoreCard position peaked at $7.45K in Q2 2025.
92 funds tracked by Wall St. Rank held CoreCard as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.