Y-Intercept (HK)’s CareDx CDNA Stock Holding History

Y-Intercept (HK)’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	–	Sell	-12,353	Closed	-$352K	–	1631
2026 Q2	$352K	Sell	12,353 -28,941	-70%	-$630K	0.01%	1422
2026 Q1	$717K	Buy	41,294 +15,246	+59%	+$289K	0.01%	1150
2025 Q4	$491K	Buy	+26,048	New	+$436K	0.01%	1242
2025 Q3	–	Sell	-19,474	Closed	-$381K	–	1607
2025 Q2	$381K	Buy	+19,474	New	+$346K	0.01%	1290
2024 Q3	–	Sell	-46,453	Closed	-$721K	–	1352
2024 Q2	$721K	Buy	+46,453	New	+$561K	0.04%	649
2024 Q1	–	Sell	-34,127	Closed	-$410K	–	1401
2023 Q4	$410K	Buy	34,127 +17,396	+104%	+$143K	0.04%	690
2023 Q3	$117K	Buy	+16,731	New	+$155K	0.01%	956
2021 Q4	–	Sell	-5,233	Closed	-$332K	–	605
2021 Q3	$332K	Buy	+5,233	New	+$398K	0.06%	439
2021 Q2	–	Sell	-8,734	Closed	-$550K	–	649
2021 Q1	$550K	Buy	+8,734	New	+$678K	0.15%	230

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

Balance Wealth Delaware, Ohio $417M AUM 14.07% 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

Y-Intercept (HK)'s CDNA Position: Q3 2026 in Review

Y-Intercept (HK) sold out of CareDx (CDNA) in Q3 2026, closing a stake of 12,353 shares — an estimated $352K sold.

Y-Intercept (HK) first reported a position in CDNA in Q1 2021 and held it in 9 quarters. The position peaked at $721K in Q2 2024. 35 funds tracked by Wall St. Rank hold CDNA as of Q3 2026.

Y-Intercept (HK) reported no remaining CareDx position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 12,353 CareDx shares in Q3 2026, an estimated $352K.
Y-Intercept (HK) first reported a position in CareDx in Q1 2021 and held it in 9 quarters.
Y-Intercept (HK)'s CareDx position peaked at $721K in Q2 2024.
35 funds tracked by Wall St. Rank held CareDx as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.