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Sound Income Strategies’s Celldex Therapeutics CLDX Stock Holding History

Sound Income Strategies’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
Q1 		$14.2K Buy
454
+110
+32% +$3K ﹤0.01% 1340
2025
Q4 		$8.82K Buy
+344
New +$9.06K ﹤0.01% 1540

Other funds holding CLDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Sound Income Strategies's CLDX Position: Q1 2026 in Review

Sound Income Strategies increased its Celldex Therapeutics (CLDX) stake by 32% in Q1 2026, buying an estimated $3K and bringing the position to 454 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Sound Income Strategies first reported a position in CLDX in Q4 2025 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold CLDX as of Q1 2026.

  • Sound Income Strategies held 454 shares of Celldex Therapeutics worth $14.2K as of Q1 2026.
  • Sound Income Strategies bought 110 Celldex Therapeutics shares in Q1 2026, an estimated $3K.
  • Celldex Therapeutics made up ﹤0.01% of Sound Income Strategies's portfolio in Q1 2026, its #1340 holding.
  • Sound Income Strategies first reported a position in Celldex Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.