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

AE 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 		$8.51M Buy
22,683
+4,345
+24% +$1.52M 0.04% 331
2026
Q1 		$5.1M Buy
18,338
+2,207
+14% +$658K 0.03% 414
2025
Q4 		$5.04M Buy
16,131
+4,401
+38% +$1.44M 0.03% 388
2025
Q3 		$4.12M Buy
11,730
+1,632
+16% +$561K 0.03% 398
2025
Q2 		$3.11M Buy
10,098
+512
+5% +$149K 0.02% 440
2025
Q1 		$2.44M Buy
9,586
+841
+10% +$234K 0.02% 482
2024
Q4 		$2.63M Buy
8,745
+910
+12% +$265K 0.02% 474
2024
Q3 		$2.12M Buy
7,835
+725
+10% +$200K 0.02% 515
2024
Q2 		$2.19M Buy
7,110
+170
+2% +$50.3K 0.02% 502
2024
Q1 		$2.16M Sell
6,940
-41,858
-86% -$12.4M 0.02% 476
2023
Q4 		$14.2M Buy
48,798
+2,231
+5% +$575K 0.07% 315
2023
Q3 		$10.9M Buy
46,567
+2,130
+5% +$499K 0.07% 360
2023
Q2 		$10.4M Buy
44,437
+11,860
+36% +$2.58M 0.06% 357
2023
Q1 		$6.84M Buy
32,577
+24,402
+298% +$4.62M 0.04% 436
2022
Q4 		$1.31M Buy
8,175
+48
+0.6% +$7.67K 0.01% 883
2022
Q3 		$1.33M Buy
8,127
+1,489
+22% +$256K 0.01% 838
2022
Q2 		$996K Buy
6,638
+4,001
+152% +$604K 0.01% 891
2022
Q1 		$434K Sell
2,637
-9,487
-78% -$1.46M ﹤0.01% 1276
2021
Q4 		$2.26M Buy
12,124
+1,837
+18% +$320K 0.02% 660
2021
Q3 		$1.56M Buy
10,287
+323
+3% +$49.2K 0.01% 729
2021
Q2 		$1.36M Buy
9,964
+386
+4% +$51.1K 0.01% 737
2021
Q1 		$1.31M Buy
9,578
+256
+3% +$34.3K 0.01% 691
2020
Q4 		$1.27M Buy
9,322
+164
+2% +$19.2K 0.01% 640
2020
Q3 		$977K Buy
9,158
+857
+10% +$90.2K 0.01% 644
2020
Q2 		$797K Buy
+8,301
New +$695K 0.01% 700
2019
Q4 		– Sell
-4,266
Closed -$282K – 1135
2019
Q3 		$282K Buy
4,266
+1,075
+34% +$75.6K 0.01% 810
2019
Q2 		$226K Buy
+3,191
New +$213K 0.01% 859

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

AE Wealth Management increased its Cadence Design Systems (CDNS) stake by 24% in Q2 2026, buying an estimated $1.52M and bringing the position to 22,683 shares worth $8.51M. The position accounts for 0.04% of the portfolio, ranked #331.

AE Wealth Management first reported a position in CDNS in Q2 2019 and has held it in 27 quarters since. The position peaked at $14.2M in Q4 2023. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • AE Wealth Management held 22,683 shares of Cadence Design Systems worth $8.51M as of Q2 2026.
  • AE Wealth Management bought 4,345 Cadence Design Systems shares in Q2 2026, an estimated $1.52M.
  • Cadence Design Systems made up 0.04% of AE Wealth Management's portfolio in Q2 2026, its #331 holding.
  • AE Wealth Management first reported a position in Cadence Design Systems in Q2 2019 and has held it in 27 quarters since.
  • AE Wealth Management's Cadence Design Systems position peaked at $14.2M in Q4 2023.
  • 1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.