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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$862K Buy
2,242
+372
+20% +$130K 0.08% 240
2026
Q1
$500K Sell
1,870
-332
-15% -$99K 0.06% 317
2025
Q4
$721K Buy
2,202
+221
+11% +$72.1K 0.09% 230
2025
Q3
$645K Buy
1,981
+254
+15% +$87.4K 0.09% 245
2025
Q2
$557K Buy
1,727
+174
+11% +$50.6K 0.09% 243
2025
Q1
$403K Buy
1,553
+409
+36% +$114K 0.08% 232
2024
Q4
$342K Buy
1,144
+12
+1% +$3.49K 0.07% 272
2024
Q3
$305K Sell
1,132
-1,397
-55% -$386K 0.06% 282
2024
Q2
$798K Buy
2,529
+390
+18% +$115K 0.19% 116
2024
Q1
$599K Buy
2,139
+341
+19% +$101K 0.18% 130
2023
Q4
$480K Buy
1,798
+14
+0.8% +$3.61K 0.15% 138
2023
Q3
$446K Buy
1,784
+435
+32% +$102K 0.14% 146
2023
Q2
$325K Buy
1,349
+260
+24% +$56.6K 0.1% 190
2023
Q1
$233K Buy
1,089
+382
+54% +$72.3K 0.08% 221
2022
Q4
$116K Buy
+707
New +$113K 0.04% 283

Other funds holding CDNS

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

Accurate Wealth Management increased its Cadence Design Systems (CDNS) stake by 20% in Q2 2026, buying an estimated $130K and bringing the position to 2,242 shares worth $862K. The position accounts for 0.08% of the portfolio, ranked #240.

Accurate Wealth Management first reported a position in CDNS in Q4 2022 and has held it in 15 quarters since. 467 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Accurate Wealth Management held 2,242 shares of Cadence Design Systems worth $862K as of Q2 2026.
  • Accurate Wealth Management bought 372 Cadence Design Systems shares in Q2 2026, an estimated $130K.
  • Cadence Design Systems made up 0.08% of Accurate Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Accurate Wealth Management first reported a position in Cadence Design Systems in Q4 2022 and has held it in 15 quarters since.
  • 467 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.