Bay Harbor Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Bay Harbor 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	$19.5K	Buy	52 +3	+6%	+$1.05K	﹤0.01%	198
2026 Q1	$13.6K	Buy	49 +20	+69%	+$5.97K	﹤0.01%	183
2025 Q4	$9.06K	Buy	29 +19	+190%	+$6.2K	﹤0.01%	193
2025 Q3	$3.51K	Buy	10 +2	+25%	+$688	﹤0.01%	263
2025 Q2	$2.46K	Buy	8 +4	+100%	+$1.16K	﹤0.01%	276
2025 Q1	$1.02K	Buy	+4	New	+$1.11K	﹤0.01%	292
2024 Q3	–	Sell	-9	Closed	-$2.77K	–	168
2024 Q2	$2.77K	Sell	9 -1	-10%	-$296	﹤0.01%	135
2024 Q1	$3.11K	Sell	10 -1	-9%	-$296	﹤0.01%	135
2023 Q4	$3K	Hold	11	–	–	﹤0.01%	130
2023 Q3	$2.58K	Sell	11 -1	-8%	-$234	﹤0.01%	126
2023 Q2	$2.81K	Hold	12	–	–	﹤0.01%	131
2023 Q1	$2.52K	Hold	12	–	–	﹤0.01%	130
2022 Q4	$2K	Hold	12	–	–	﹤0.01%	159
2022 Q3	$2K	Sell	12 -2	-14%	-$344	﹤0.01%	161
2022 Q2	$2K	Hold	14	–	–	﹤0.01%	159
2022 Q1	$2K	Sell	14 -2	-13%	-$307	﹤0.01%	168
2021 Q4	$2K	Sell	16 -537	-97%	-$93.6K	﹤0.01%	145
2021 Q3	$84K	Sell	553 -5	-0.9%	-$762	0.04%	76
2021 Q2	$76K	Buy	558 +6	+1%	+$795	0.03%	102
2021 Q1	$76K	Buy	552 +7	+1%	+$939	0.03%	90
2020 Q4	$74K	Buy	545 +1	+0.2%	+$117	0.03%	122
2020 Q3	$58K	Buy	544 +113	+26%	+$11.9K	0.03%	143
2020 Q2	$41K	Buy	+431	New	+$36.1K	0.02%	171

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

Bay Harbor Wealth Management's CDNS Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Cadence Design Systems (CDNS) stake by 6.1% in Q2 2026, buying an estimated $1.05K and bringing the position to 52 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Bay Harbor Wealth Management first reported a position in CDNS in Q2 2020 and has held it in 23 quarters since. The position peaked at $84K in Q3 2021. 1,493 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Bay Harbor Wealth Management held 52 shares of Cadence Design Systems worth $19.5K as of Q2 2026.
Bay Harbor Wealth Management bought 3 Cadence Design Systems shares in Q2 2026, an estimated $1.05K.
Cadence Design Systems made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #198 holding.
Bay Harbor Wealth Management first reported a position in Cadence Design Systems in Q2 2020 and has held it in 23 quarters since.
Bay Harbor Wealth Management's Cadence Design Systems position peaked at $84K in Q3 2021.
1,493 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

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