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True Wealth Design’s Celldex Therapeutics CLDX Stock Holding History

True Wealth Design’s Portfolio CLDX Stock Details CLDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.49K Buy
40
+25
+167% +$807 ﹤0.01% 1823
2026
Q1 		$476 Buy
15
+4
+36% +$109 ﹤0.01% 2073
2025
Q4 		$299 Hold
11
– – ﹤0.01% 2122
2025
Q3 		$285 Hold
11
– – ﹤0.01% 2205
2025
Q2 		$224 Buy
+11
New +$214 ﹤0.01% 2041

Other funds holding CLDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

True Wealth Design increased its Celldex Therapeutics (CLDX) stake by 167% in Q2 2026, buying an estimated $807 and bringing the position to 40 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

True Wealth Design first reported a position in CLDX in Q2 2025 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

  • True Wealth Design held 40 shares of Celldex Therapeutics worth $1.49K as of Q2 2026.
  • True Wealth Design bought 25 Celldex Therapeutics shares in Q2 2026, an estimated $807.
  • Celldex Therapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1823 holding.
  • True Wealth Design first reported a position in Celldex Therapeutics in Q2 2025 and has held it in 5 quarters since.
  • 253 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

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