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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
Q2 		– Sell
-454
Closed -$14.2K – 822
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 $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 $3.38T AUM 44.17% 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

Sound Income Strategies's CLDX Position: Q2 2026 in Review

Sound Income Strategies sold out of Celldex Therapeutics (CLDX) in Q2 2026, closing a stake of 454 shares — an estimated $14.2K sold.

Sound Income Strategies first reported a position in CLDX in Q4 2025 and held it in 2 quarters. The position peaked at $14.2K in Q1 2026. 253 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

  • Sound Income Strategies reported no remaining Celldex Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 454 Celldex Therapeutics shares in Q2 2026, an estimated $14.2K.
  • Sound Income Strategies first reported a position in Celldex Therapeutics in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Celldex Therapeutics position peaked at $14.2K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.