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TD Private Client Wealth’s CareDx CDNA Stock Holding History

TD Private Client Wealth’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 		$729 Hold
42
– – ﹤0.01% 1441
2025
Q4 		$791 Hold
42
– – ﹤0.01% 1412
2025
Q3 		$611 Buy
+42
New +$599 ﹤0.01% 1441

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

TD Private Client Wealth's CDNA Position: Q1 2026 in Review

TD Private Client Wealth held its CareDx (CDNA) position steady in Q1 2026 at 42 shares worth $729. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

TD Private Client Wealth first reported a position in CDNA in Q3 2025 and has held it in 3 quarters since. The position peaked at $791 in Q4 2025. 190 funds tracked by Wall St. Rank hold CDNA as of Q1 2026.

  • TD Private Client Wealth held 42 shares of CareDx worth $729 as of Q1 2026.
  • TD Private Client Wealth left its CareDx share count unchanged in Q1 2026.
  • CareDx made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1441 holding.
  • TD Private Client Wealth first reported a position in CareDx in Q3 2025 and has held it in 3 quarters since.
  • TD Private Client Wealth's CareDx position peaked at $791 in Q4 2025.
  • 190 funds tracked by Wall St. Rank held CareDx as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.