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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
Q1 		$5.1K Buy
+294
New +$5.57K ﹤0.01% 1951

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AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Root Financial Partners's CDNA Position: Q1 2026 in Review

Root Financial Partners opened a new position in CareDx (CDNA) in Q1 2026: 294 shares worth $5.1K. The stake represents ﹤0.01% of the portfolio and ranks #1951 among its holdings.

190 funds tracked by Wall St. Rank hold CDNA as of Q1 2026.

  • Root Financial Partners held 294 shares of CareDx worth $5.1K as of Q1 2026.
  • CareDx was a new Root Financial Partners position in Q1 2026.
  • CareDx made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1951 holding.
  • 190 funds tracked by Wall St. Rank held CareDx as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.