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Panoramic Investment Advisors’s Celldex Therapeutics CLDX Stock Holding History

Panoramic Investment Advisors’s Portfolio CLDX Stock Details CLDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$242K Hold
6,500
– – 0.12% 122
2026
Q1 		$206K Buy
+6,500
New +$177K 0.11% 124
2024
Q4 		– Sell
-6,500
Closed -$221K – 119
2024
Q3 		$221K Buy
+6,500
New +$248K 0.15% 110
2024
Q1 		$273K Hold
6,500
– – 0.2% 89
2023
Q4 		$258K Buy
+6,500
New +$191K 0.22% 89
2022
Q4 		$290K Buy
+6,500
New +$232K 0.3% 74

Other funds holding CLDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Panoramic Investment Advisors's CLDX Position: Q2 2026 in Review

Panoramic Investment Advisors held its Celldex Therapeutics (CLDX) position steady in Q2 2026 at 6,500 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #122.

Panoramic Investment Advisors first reported a position in CLDX in Q4 2022 and has held it in 6 quarters since. The position peaked at $290K in Q4 2022. 254 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

  • Panoramic Investment Advisors held 6,500 shares of Celldex Therapeutics worth $242K as of Q2 2026.
  • Panoramic Investment Advisors left its Celldex Therapeutics share count unchanged in Q2 2026.
  • Celldex Therapeutics made up 0.12% of Panoramic Investment Advisors's portfolio in Q2 2026, its #122 holding.
  • Panoramic Investment Advisors first reported a position in Celldex Therapeutics in Q4 2022 and has held it in 6 quarters since.
  • Panoramic Investment Advisors's Celldex Therapeutics position peaked at $290K in Q4 2022.
  • 254 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

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