PWPS
CLDX icon

Pinnacle Wealth Planning Services’s Celldex Therapeutics CLDX Stock Holding History

Pinnacle Wealth Planning Services’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 		$83.4K Hold
2,242
– – 0.01% 966
2026
Q1 		$71.1K Hold
2,242
– – 0.01% 1002
2025
Q4 		$60.9K Buy
+2,242
New +$59.1K 0.01% 1067

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

Pinnacle Wealth Planning Services's CLDX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Celldex Therapeutics (CLDX) position steady in Q2 2026 at 2,242 shares worth $83.4K. The position accounts for 0.01% of the portfolio, ranked #966.

Pinnacle Wealth Planning Services first reported a position in CLDX in Q4 2025 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,242 shares of Celldex Therapeutics worth $83.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Celldex Therapeutics share count unchanged in Q2 2026.
  • Celldex Therapeutics made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #966 holding.
  • Pinnacle Wealth Planning Services first reported a position in Celldex Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.