Root Financial Partners
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Root Financial Partners’s CareDx CDNA Stock Holding History

Root Financial Partners’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
Q3 		$13.8K Buy
+212
New +$9.6K ﹤0.01% 1749
2026
Q2 		– Sell
-294
Closed -$5.1K – 891
2026
Q1 		$5.1K Buy
+294
New +$5.56K ﹤0.01% 1951

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Virginia Retirement Systems
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Exchange Traded Concepts
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AT
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Hanseatic Management Services
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Henry H. Armstrong Associates
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Root Financial Partners's CDNA Position: Q3 2026 in Review

Root Financial Partners opened a new position in CareDx (CDNA) in Q3 2026: 212 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #1749 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CDNA as recently as Q1 2026.

Root Financial Partners first reported a position in CDNA in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold CDNA as of Q3 2026.

  • Root Financial Partners held 212 shares of CareDx worth $13.8K as of Q3 2026.
  • CareDx was a new Root Financial Partners position in Q3 2026.
  • CareDx made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1749 holding.
  • Root Financial Partners first reported a position in CareDx in Q1 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held CareDx as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.