Blue Bell Private Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Blue Bell Private 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	–	Sell	-47	Closed	-$13.1K	–	726
2026 Q1	$13.1K	Buy	47 +10	+27%	+$2.98K	﹤0.01%	541
2025 Q4	$11.6K	Hold	37	–	–	﹤0.01%	541
2025 Q3	$13K	Hold	37	–	–	﹤0.01%	522
2025 Q2	$11.4K	Hold	37	–	–	﹤0.01%	520
2025 Q1	$9.41K	Sell	37 -4	-10%	-$1.11K	﹤0.01%	522
2024 Q4	$12.3K	Sell	41 -3	-7%	-$872	﹤0.01%	480
2024 Q3	$11.9K	Buy	44 +3	+7%	+$829	﹤0.01%	508
2024 Q2	$12.6K	Buy	41 +17	+71%	+$5.03K	﹤0.01%	496
2024 Q1	$7.47K	Sell	24 -6	-20%	-$1.77K	﹤0.01%	544
2023 Q4	$8.17K	Hold	30	–	–	﹤0.01%	521
2023 Q3	$7.03K	Buy	30 +10	+50%	+$2.34K	﹤0.01%	465
2023 Q2	$4.69K	Hold	20	–	–	﹤0.01%	508
2023 Q1	$4.2K	Hold	20	–	–	﹤0.01%	490
2022 Q4	$3.21K	Hold	20	–	–	﹤0.01%	525
2022 Q3	$3K	Hold	20	–	–	﹤0.01%	542
2022 Q2	$3K	Buy	20 +5	+33%	+$755	﹤0.01%	584
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	674
2021 Q4	$3K	Buy	+15	New	+$2.62K	﹤0.01%	607

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

Blue Bell Private Wealth Management's CDNS Position: Q2 2026 in Review

Blue Bell Private Wealth Management sold out of Cadence Design Systems (CDNS) in Q2 2026, closing a stake of 47 shares — an estimated $13.1K sold.

Blue Bell Private Wealth Management first reported a position in CDNS in Q4 2021 and held it in 18 quarters. The position peaked at $13.1K in Q1 2026. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Blue Bell Private Wealth Management reported no remaining Cadence Design Systems position as of Q2 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 47 Cadence Design Systems shares in Q2 2026, an estimated $13.1K.
Blue Bell Private Wealth Management first reported a position in Cadence Design Systems in Q4 2021 and held it in 18 quarters.
Blue Bell Private Wealth Management's Cadence Design Systems position peaked at $13.1K in Q1 2026.
1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.