Transform Wealth’s Candel Therapeutics CADL Stock Holding History

Transform Wealth’s Portfolio CADL Stock Details CADL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Hold	0	–	-$30.4K	–	249
2024 Q4	–	Hold	0	–	–	–	261

Other funds holding CADL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

ACA

Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return

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

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SCV

Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

Transform Wealth's CADL Position: Q1 2025 in Review

Transform Wealth sold out of Candel Therapeutics (CADL) in Q1 2025, closing a stake of 11,577 shares — an estimated $100K sold.

Transform Wealth first reported a position in CADL in Q4 2024 and held it in 1 quarter. The position peaked at $100K in Q4 2024. 82 funds tracked by Wall St. Rank hold CADL as of Q1 2025.

Transform Wealth reported no remaining Candel Therapeutics position as of Q1 2025 after selling out during the quarter.
Transform Wealth sold 11,577 Candel Therapeutics shares in Q1 2025, an estimated $100K.
Transform Wealth first reported a position in Candel Therapeutics in Q4 2024 and held it in 1 quarter.
Transform Wealth's Candel Therapeutics position peaked at $100K in Q4 2024.
82 funds tracked by Wall St. Rank held Candel Therapeutics as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.