Turning Point Benefit Group’s CareDx CDNA Stock Holding History

Turning Point Benefit Group’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 Q1	–	Sell	-2	Closed	-$37	–	214
2025 Q4	$37	Hold	2	–	–	﹤0.01%	836
2025 Q3	$30	Buy	+2	New	+$29	﹤0.01%	750

Other funds holding CDNA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Turning Point Benefit Group's CDNA Position: Q1 2026 in Review

Turning Point Benefit Group sold out of CareDx (CDNA) in Q1 2026, closing a stake of 2 shares — an estimated $37 sold.

Turning Point Benefit Group first reported a position in CDNA in Q3 2025 and held it in 2 quarters. The position peaked at $37 in Q4 2025. 190 funds tracked by Wall St. Rank hold CDNA as of Q1 2026.

Turning Point Benefit Group reported no remaining CareDx position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 2 CareDx shares in Q1 2026, an estimated $37.
Turning Point Benefit Group first reported a position in CareDx in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's CareDx position peaked at $37 in Q4 2025.
190 funds tracked by Wall St. Rank held CareDx as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.