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Steward Partners Investment Advisory’s CareDx CDNA Stock Holding History

Steward Partners Investment Advisory’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 		$3.42K Hold
197
– – ﹤0.01% 3908
2025
Q4 		$3.71K Hold
197
– – ﹤0.01% 3784
2025
Q3 		$2.86K Buy
+197
New +$2.81K ﹤0.01% 3819
2024
Q1 		– Sell
-225
Closed -$2.7K – 3585
2023
Q4 		$2.7K Hold
225
– – ﹤0.01% 3150
2023
Q3 		$1.57K Sell
225
-35
-13% -$323 ﹤0.01% 3120
2023
Q2 		$2.21K Hold
260
– – ﹤0.01% 3009
2023
Q1 		$2.38K Sell
260
-240
-48% -$3.07K ﹤0.01% 2982
2022
Q4 		$5.71K Hold
500
– – ﹤0.01% 2728
2022
Q3 		$9K Sell
500
-200
-29% -$4.29K ﹤0.01% 2565
2022
Q2 		$15K Hold
700
– – ﹤0.01% 2341
2022
Q1 		$26K Sell
700
-148
-17% -$5.77K ﹤0.01% 2235
2021
Q4 		$39K Sell
848
-673
-44% -$35.1K ﹤0.01% 2024
2021
Q3 		$96K Buy
1,521
+18
+1% +$1.37K ﹤0.01% 1566
2021
Q2 		$138K Sell
1,503
-325
-18% -$25.8K ﹤0.01% 1847
2021
Q1 		$124K Sell
1,828
-170
-9% -$13.2K ﹤0.01% 1512
2020
Q4 		$145K Sell
1,998
-87
-4% -$5.04K ﹤0.01% 1204
2020
Q3 		$79K Buy
2,085
+350
+20% +$11.8K ﹤0.01% 1307
2020
Q2 		$61K Hold
1,735
– – ﹤0.01% 1330
2020
Q1 		$37K Buy
1,735
+1,532
+755% +$34.3K ﹤0.01% 1376
2019
Q4 		$4K Sell
203
-7,327
-97% -$168K ﹤0.01% 2286
2019
Q3 		$170K Buy
7,530
+1,347
+22% +$37.3K 0.01% 891
2019
Q2 		$222K Buy
+6,183
New +$198K 0.01% 779

Other funds holding CDNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Steward Partners Investment Advisory's CDNA Position: Q1 2026 in Review

Steward Partners Investment Advisory held its CareDx (CDNA) position steady in Q1 2026 at 197 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #3908.

Steward Partners Investment Advisory first reported a position in CDNA in Q2 2019 and has held it in 22 quarters since. The position peaked at $222K in Q2 2019. 190 funds tracked by Wall St. Rank hold CDNA as of Q1 2026.

  • Steward Partners Investment Advisory held 197 shares of CareDx worth $3.42K as of Q1 2026.
  • Steward Partners Investment Advisory left its CareDx share count unchanged in Q1 2026.
  • CareDx made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3908 holding.
  • Steward Partners Investment Advisory first reported a position in CareDx in Q2 2019 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's CareDx position peaked at $222K in Q2 2019.
  • 190 funds tracked by Wall St. Rank held CareDx as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.