True Wealth Design’s CareDx CDNA Stock Holding History

True Wealth Design’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 Q2	$4.56K	Buy	160 +8	+5%	+$174	﹤0.01%	1371
2026 Q1	$2.64K	Buy	152 +7	+5%	+$132	﹤0.01%	1430
2025 Q4	$2.73K	Buy	145 +13	+10%	+$218	﹤0.01%	1333
2025 Q3	$1.92K	Buy	132 +130	+6,500%	+$1.85K	﹤0.01%	1476
2025 Q2	$40	Buy	+2	New	+$36	﹤0.01%	2420
2025 Q1	–	Sell	-380	Closed	-$8.14K	–	2654
2024 Q4	$8.14K	Buy	380 +79	+26%	+$1.92K	﹤0.01%	451
2024 Q3	$9.4K	Buy	+301	New	+$7.49K	﹤0.01%	432

Other funds holding CDNA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's CDNA Position: Q2 2026 in Review

True Wealth Design increased its CareDx (CDNA) stake by 5.3% in Q2 2026, buying an estimated $174 and bringing the position to 160 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

True Wealth Design first reported a position in CDNA in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.4K in Q3 2024. 227 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

True Wealth Design held 160 shares of CareDx worth $4.56K as of Q2 2026.
True Wealth Design bought 8 CareDx shares in Q2 2026, an estimated $174.
CareDx made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1371 holding.
True Wealth Design first reported a position in CareDx in Q3 2024 and has held it in 7 quarters since.
True Wealth Design's CareDx position peaked at $9.4K in Q3 2024.
227 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.