Alta Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Alta Wealth Advisors’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	$429K	Sell	1,142 -1,019	-47%	-$357K	0.12%	122
2026 Q1	$600K	Sell	2,161 -109	-5%	-$32.5K	0.2%	92
2025 Q4	$710K	Sell	2,270 -299	-12%	-$97.6K	0.24%	79
2025 Q3	$902K	Buy	+2,569	New	+$884K	0.32%	60
2025 Q1	–	Sell	-1,651	Closed	-$496K	–	144
2024 Q4	$496K	Buy	1,651 +193	+13%	+$56.1K	0.22%	86
2024 Q3	$395K	Sell	1,458 -8	-0.5%	-$2.21K	0.18%	94
2024 Q2	$451K	Sell	1,466 -12	-0.8%	-$3.55K	0.23%	82
2024 Q1	$460K	Buy	1,478 +185	+14%	+$54.7K	0.23%	81
2023 Q4	$352K	Sell	1,293 -10	-0.8%	-$2.58K	0.2%	96
2023 Q3	$305K	Buy	+1,303	New	+$305K	0.19%	107

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

Alta Wealth Advisors's CDNS Position: Q2 2026 in Review

Alta Wealth Advisors reduced its Cadence Design Systems (CDNS) stake by 47% in Q2 2026, selling an estimated $357K and leaving 1,142 shares worth $429K. The position accounts for 0.12% of the portfolio, ranked #122.

Alta Wealth Advisors first reported a position in CDNS in Q3 2023 and has held it in 10 quarters since. The position peaked at $902K in Q3 2025. 1,501 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Alta Wealth Advisors held 1,142 shares of Cadence Design Systems worth $429K as of Q2 2026.
Alta Wealth Advisors sold 1,019 Cadence Design Systems shares in Q2 2026, an estimated $357K.
Cadence Design Systems made up 0.12% of Alta Wealth Advisors's portfolio in Q2 2026, its #122 holding.
Alta Wealth Advisors first reported a position in Cadence Design Systems in Q3 2023 and has held it in 10 quarters since.
Alta Wealth Advisors's Cadence Design Systems position peaked at $902K in Q3 2025.
1,501 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.