PWA
CDNA icon

Physician Wealth Advisors’s CareDx CDNA Stock Holding History

Physician Wealth Advisors’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 		$684 Buy
+24
New +$522 ﹤0.01% 1974
2025
Q3 		– Sell
-54
Closed -$1.06K – 1928
2025
Q2 		$1.06K Buy
+54
New +$959 ﹤0.01% 1391

Other funds holding CDNA

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Physician Wealth Advisors's CDNA Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in CareDx (CDNA) in Q2 2026: 24 shares worth $684. The stake represents ﹤0.01% of the portfolio and ranks #1974 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in CDNA as recently as Q2 2025.

Physician Wealth Advisors first reported a position in CDNA in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.06K in Q2 2025. 21 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

  • Physician Wealth Advisors held 24 shares of CareDx worth $684 as of Q2 2026.
  • CareDx was a new Physician Wealth Advisors position in Q2 2026.
  • CareDx made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1974 holding.
  • Physician Wealth Advisors first reported a position in CareDx in Q2 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's CareDx position peaked at $1.06K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.