Position in CDNA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,614
+$2,195 QoQ
Shares Held
197
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
of 225 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNA Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $40,399,603 across 32 Diagnostics & Research names. CDNA ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
|
77,303 | $14,936,485 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
26,103 | $13,087,000 | |
| 3 | DHR |
Danaher Corp /De/
|
19,866 | $3,784,075 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
4,162 | $2,191,043 | |
| 5 | A |
Agilent Technologies, Inc.
|
8,850 | $1,175,545 | |
| 6 | BLLN |
BillionToOne, Inc.
|
6,480 | $777,470 | |
| 7 | DGX |
Quest Diagnostics Inc
|
3,522 | $746,487 | |
| 8 | ILMN |
Illumina, Inc.
|
4,009 | $704,902 |
All Filings in CDNA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,614 | 197 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,419 | 197 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,711 | 197 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,864 | 197 | Shares | Sole | 2025-11-12 | |
| 2023-12-31 | $2,700 | 225 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,575 | 225 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,210 | 260 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,376 | 260 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,705 | 500 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,510 | 500 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $15,036 | 700 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $25,893 | 700 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $38,567 | 848 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $96,385 | 1,521 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $137,554 | 1,503 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $124,468 | 1,828 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $144,755 | 1,998 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $79,104 | 2,085 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $61,471 | 1,735 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $37,875 | 1,735 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||