Sunbelt Securities’s CareDx CDNA Stock Holding History

Sunbelt Securities’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	$260	Hold	15	–	–	﹤0.01%	2453
2025 Q4	$283	Buy	+15	New	+$251	﹤0.01%	2358

Other funds holding CDNA

BlackRock New York $5.72T AUM 30.48% 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

AIM

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Sunbelt Securities's CDNA Position: Q1 2026 in Review

Sunbelt Securities held its CareDx (CDNA) position steady in Q1 2026 at 15 shares worth $260. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

Sunbelt Securities first reported a position in CDNA in Q4 2025 and has held it in 2 quarters since. The position peaked at $283 in Q4 2025. 190 funds tracked by Wall St. Rank hold CDNA as of Q1 2026.

Sunbelt Securities held 15 shares of CareDx worth $260 as of Q1 2026.
Sunbelt Securities left its CareDx share count unchanged in Q1 2026.
CareDx made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2453 holding.
Sunbelt Securities first reported a position in CareDx in Q4 2025 and has held it in 2 quarters since.
Sunbelt Securities's CareDx position peaked at $283 in Q4 2025.
190 funds tracked by Wall St. Rank held CareDx as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.