True Wealth Design’s Cardiff Oncology CRDF Stock Holding History

True Wealth Design’s Portfolio CRDF Stock Details CRDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14	Closed	-$44	–	2634
2025 Q1	$44	Buy	+14	New	+$55	﹤0.01%	2414

Other funds holding CRDF

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Pfizer New York $239M AUM 232.47% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

ACA

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

True Wealth Design sold out of Cardiff Oncology (CRDF) in Q2 2025, closing a stake of 14 shares — an estimated $44 sold.

True Wealth Design first reported a position in CRDF in Q1 2025 and held it in 1 quarter. The position peaked at $44 in Q1 2025. 114 funds tracked by Wall St. Rank hold CRDF as of Q2 2025.

True Wealth Design reported no remaining Cardiff Oncology position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 14 Cardiff Oncology shares in Q2 2025, an estimated $44.
True Wealth Design first reported a position in Cardiff Oncology in Q1 2025 and held it in 1 quarter.
True Wealth Design's Cardiff Oncology position peaked at $44 in Q1 2025.
114 funds tracked by Wall St. Rank held Cardiff Oncology as of Q2 2025.

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