Palumbo Wealth Management’s CareDx CDNA Stock Holding History

Palumbo Wealth Management’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
2026 Q2	$2.36M	Buy	82,946 +46,536	+128%	+$1.01M	0.49%	42
2026 Q1	$632K	Sell	36,410 -9,349	-20%	-$177K	0.15%	105
2025 Q4	$862K	Buy	45,759 +8,775	+24%	+$147K	0.21%	84
2025 Q3	$538K	Buy	+36,984	New	+$527K	0.17%	84

Other funds holding CDNA

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

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

Palumbo Wealth Management's CDNA Position: Q2 2026 in Review

Palumbo Wealth Management increased its CareDx (CDNA) stake by 128% in Q2 2026, buying an estimated $1.01M and bringing the position to 82,946 shares worth $2.36M. The position accounts for 0.49% of the portfolio, ranked #42.

Palumbo Wealth Management first reported a position in CDNA in Q3 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

Palumbo Wealth Management held 82,946 shares of CareDx worth $2.36M as of Q2 2026.
Palumbo Wealth Management bought 46,536 CareDx shares in Q2 2026, an estimated $1.01M.
CareDx made up 0.49% of Palumbo Wealth Management's portfolio in Q2 2026, its #42 holding.
Palumbo Wealth Management first reported a position in CareDx in Q3 2025 and has held it in 4 quarters since.
227 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.