Avion Wealth’s Cadence Design Systems CDNS Stock Holding History

Avion 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	$27K	Buy	74 +12	+19%	+$4.21K	0.01%	333
2026 Q1	$17K	Buy	62 +7	+13%	+$2.09K	﹤0.01%	368
2025 Q4	$17K	Buy	55 +2	+4%	+$653	﹤0.01%	372
2025 Q3	$18K	Sell	53 -5	-9%	-$1.72K	﹤0.01%	350
2025 Q2	$17K	Buy	58 +28	+93%	+$8.14K	﹤0.01%	343
2025 Q1	$9K	Hold	30	–	–	﹤0.01%	410
2024 Q4	$9K	Buy	30 +1	+3%	+$291	﹤0.01%	409
2024 Q3	$7K	Sell	29 -4	-12%	-$1.11K	﹤0.01%	433
2024 Q2	$10K	Buy	33 +10	+43%	+$2.96K	﹤0.01%	329
2024 Q1	$8K	Buy	23 +1	+5%	+$296	﹤0.01%	345
2023 Q4	$6K	Buy	22 +2	+10%	+$515	﹤0.01%	355
2023 Q3	$4K	Hold	20	–	–	﹤0.01%	381
2023 Q2	$3K	Buy	+20	New	+$4.35K	﹤0.01%	411
2021 Q1	–	Sell	-316	Closed	-$43K	–	352
2020 Q4	$43K	Buy	+316	New	+$37.1K	0.01%	129

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

Avion Wealth's CDNS Position: Q2 2026 in Review

Avion Wealth increased its Cadence Design Systems (CDNS) stake by 19% in Q2 2026, buying an estimated $4.21K and bringing the position to 74 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #333.

Avion Wealth first reported a position in CDNS in Q4 2020 and has held it in 14 quarters since. The position peaked at $43K in Q4 2020. 1,493 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Avion Wealth held 74 shares of Cadence Design Systems worth $27K as of Q2 2026.
Avion Wealth bought 12 Cadence Design Systems shares in Q2 2026, an estimated $4.21K.
Cadence Design Systems made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #333 holding.
Avion Wealth first reported a position in Cadence Design Systems in Q4 2020 and has held it in 14 quarters since.
Avion Wealth's Cadence Design Systems position peaked at $43K in Q4 2020.
1,493 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.