True Wealth Design’s Candel Therapeutics CADL Stock Holding History

True Wealth Design’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 Q2	–	Sell	-8	Closed	-$46	–	2611
2025 Q1	$46	Buy	+8	New	+$65	﹤0.01%	2402

Other funds holding CADL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

HFF

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

True Wealth Design's CADL Position: Q2 2025 in Review

True Wealth Design sold out of Candel Therapeutics (CADL) in Q2 2025, closing a stake of 8 shares — an estimated $46 sold.

True Wealth Design first reported a position in CADL in Q1 2025 and held it in 1 quarter. The position peaked at $46 in Q1 2025. 78 funds tracked by Wall St. Rank hold CADL as of Q2 2025.

True Wealth Design reported no remaining Candel Therapeutics position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 8 Candel Therapeutics shares in Q2 2025, an estimated $46.
True Wealth Design first reported a position in Candel Therapeutics in Q1 2025 and held it in 1 quarter.
True Wealth Design's Candel Therapeutics position peaked at $46 in Q1 2025.
78 funds tracked by Wall St. Rank held Candel Therapeutics as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.