Avantra Family Wealth’s Cadence Design Systems CDNS Stock Holding History

Avantra Family Wealth’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	–	Sell	-750	Closed	-$208K	–	171
2026 Q1	$208K	Sell	750 -700	-48%	-$209K	0.16%	154
2025 Q4	$453K	Buy	1,450 +82	+6%	+$26.8K	0.33%	89
2025 Q3	$481K	Sell	1,368 -92	-6%	-$31.6K	0.36%	85
2025 Q2	$450K	Sell	1,460 -14	-0.9%	-$4.07K	0.37%	79
2025 Q1	$375K	Buy	1,474 +480	+48%	+$133K	0.36%	97
2024 Q4	$299K	Buy	+994	New	+$289K	0.28%	118

Other funds holding CDNS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Avantra Family Wealth's CDNS Position: Q2 2026 in Review

Avantra Family Wealth sold out of Cadence Design Systems (CDNS) in Q2 2026, closing a stake of 750 shares — an estimated $208K sold.

Avantra Family Wealth first reported a position in CDNS in Q4 2024 and held it in 6 quarters. The position peaked at $481K in Q3 2025. 588 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Avantra Family Wealth reported no remaining Cadence Design Systems position as of Q2 2026 after selling out during the quarter.
Avantra Family Wealth sold 750 Cadence Design Systems shares in Q2 2026, an estimated $208K.
Avantra Family Wealth first reported a position in Cadence Design Systems in Q4 2024 and held it in 6 quarters.
Avantra Family Wealth's Cadence Design Systems position peaked at $481K in Q3 2025.
588 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.