Abound Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Abound Wealth Management’s Portfolio CDNS Stock Details CDNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$176K	Sell	470 -33	-7%	-$11.6K	0.04%	108
2026 Q1	$140K	Buy	503 +14	+3%	+$4.18K	0.03%	118
2025 Q4	$153K	Buy	489 +2	+0.4%	+$653	0.04%	105
2025 Q3	$171K	Buy	487 +1	+0.2%	+$344	0.04%	90
2025 Q2	$150K	Sell	486 -5	-1%	-$1.45K	0.04%	98
2025 Q1	$125K	Sell	491 -12	-2%	-$3.34K	0.04%	93
2024 Q4	$151K	Sell	503 -8	-2%	-$2.33K	0.05%	78
2024 Q3	$139K	Buy	511 +2	+0.4%	+$553	0.05%	83
2024 Q2	$157K	Buy	509 +453	+809%	+$134K	0.06%	66
2024 Q1	$17.5K	Sell	56 -1	-2%	-$296	0.01%	276
2023 Q4	$15.7K	Buy	57 +2	+4%	+$515	0.01%	308
2023 Q3	$12.9K	Sell	55 -9	-14%	-$2.11K	0.01%	293
2023 Q2	$15K	Buy	64 +25	+64%	+$5.44K	0.01%	269
2023 Q1	$8.19K	Buy	39 +21	+117%	+$3.97K	﹤0.01%	312
2022 Q4	$2.89K	Buy	18 +1	+6%	+$160	﹤0.01%	468
2022 Q3	$2.78K	Buy	+17	New	+$2.92K	﹤0.01%	443

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Abound Wealth Management's CDNS Position: Q2 2026 in Review

Abound Wealth Management reduced its Cadence Design Systems (CDNS) stake by 6.6% in Q2 2026, selling an estimated $11.6K and leaving 470 shares worth $176K. The position accounts for 0.04% of the portfolio, ranked #108.

Abound Wealth Management first reported a position in CDNS in Q3 2022 and has held it in 16 quarters since. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Abound Wealth Management held 470 shares of Cadence Design Systems worth $176K as of Q2 2026.
Abound Wealth Management sold 33 Cadence Design Systems shares in Q2 2026, an estimated $11.6K.
Cadence Design Systems made up 0.04% of Abound Wealth Management's portfolio in Q2 2026, its #108 holding.
Abound Wealth Management first reported a position in Cadence Design Systems in Q3 2022 and has held it in 16 quarters since.
1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.