USA Financial Formulas’s CareDx CDNA Stock Holding History

USA Financial Formulas’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 Q3	$96.8K	Buy	+1,490	New	+$67.5K	0.02%	174

Other funds holding CDNA

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

USA Financial Formulas's CDNA Position: Q3 2026 in Review

USA Financial Formulas opened a new position in CareDx (CDNA) in Q3 2026: 1,490 shares worth $96.8K. The stake represents 0.02% of the portfolio and ranks #174 among its holdings.

32 funds tracked by Wall St. Rank hold CDNA as of Q3 2026.

USA Financial Formulas held 1,490 shares of CareDx worth $96.8K as of Q3 2026.
CareDx was a new USA Financial Formulas position in Q3 2026.
CareDx made up 0.02% of USA Financial Formulas's portfolio in Q3 2026, its #174 holding.
32 funds tracked by Wall St. Rank held CareDx as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.