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

Axxcess 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	$614K	Sell	1,635 -215	-12%	-$75.3K	0.01%	657
2026 Q1	$514K	Sell	1,850 -442	-19%	-$132K	0.02%	299
2025 Q4	$716K	Sell	2,292 -94	-4%	-$30.7K	0.01%	588
2025 Q3	$838K	Buy	2,386 +635	+36%	+$218K	0.02%	489
2025 Q2	$540K	Sell	1,751 -91	-5%	-$26.5K	0.01%	576
2025 Q1	$468K	Sell	1,842 -328	-15%	-$91.2K	0.01%	573
2024 Q4	$652K	Sell	2,170 -463	-18%	-$135K	0.02%	491
2024 Q3	$714K	Sell	2,633 -449	-15%	-$124K	0.02%	475
2024 Q2	$948K	Sell	3,082 -7,515	-71%	-$2.23M	0.03%	387
2024 Q1	$3.3M	Buy	10,597 +1,618	+18%	+$479K	0.09%	177
2023 Q4	$2.45M	Buy	8,979 +381	+4%	+$98.2K	0.07%	213
2023 Q3	$2.01M	Buy	+8,598	New	+$2.01M	0.07%	208
2023 Q2	–	Sell	-7,690	Closed	-$1.62M	–	610
2023 Q1	$1.62M	Buy	7,690 +927	+14%	+$175K	0.12%	166
2022 Q4	$1.09M	Buy	6,763 +4,766	+239%	+$762K	0.09%	211
2022 Q3	$326K	Buy	+1,997	New	+$343K	0.03%	387
2022 Q1	–	Sell	-3,566	Closed	-$665K	–	643
2021 Q4	$665K	Buy	+3,566	New	+$622K	0.05%	297

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

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

Axxcess Wealth Management reduced its Cadence Design Systems (CDNS) stake by 12% in Q2 2026, selling an estimated $75.3K and leaving 1,635 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #657.

Axxcess Wealth Management first reported a position in CDNS in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.3M in Q1 2024. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Axxcess Wealth Management held 1,635 shares of Cadence Design Systems worth $614K as of Q2 2026.
Axxcess Wealth Management sold 215 Cadence Design Systems shares in Q2 2026, an estimated $75.3K.
Cadence Design Systems made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #657 holding.
Axxcess Wealth Management first reported a position in Cadence Design Systems in Q4 2021 and has held it in 16 quarters since.
Axxcess Wealth Management's Cadence Design Systems position peaked at $3.3M in Q1 2024.
1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.