Stephens Consulting’s CareDx CDNA Stock Holding History

Stephens Consulting’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
2025 Q4	–	Sell	-332	Closed	-$4.83K	–	490
2025 Q3	$4.83K	Buy	+332	New	+$4.73K	﹤0.01%	276
2025 Q2	–	Sell	-20	Closed	-$355	–	1340
2025 Q1	$355	Buy	+20	New	+$431	﹤0.01%	1303

Other funds holding CDNA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Stephens Consulting's CDNA Position: Q4 2025 in Review

Stephens Consulting sold out of CareDx (CDNA) in Q4 2025, closing a stake of 332 shares — an estimated $4.83K sold.

Stephens Consulting first reported a position in CDNA in Q1 2025 and held it in 2 quarters. The position peaked at $4.83K in Q3 2025. 200 funds tracked by Wall St. Rank hold CDNA as of Q4 2025.

Stephens Consulting reported no remaining CareDx position as of Q4 2025 after selling out during the quarter.
Stephens Consulting sold 332 CareDx shares in Q4 2025, an estimated $4.83K.
Stephens Consulting first reported a position in CareDx in Q1 2025 and held it in 2 quarters.
Stephens Consulting's CareDx position peaked at $4.83K in Q3 2025.
200 funds tracked by Wall St. Rank held CareDx as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.