Bogart Wealth LLC’s Cadence Design Systems CDNS Stock Holding History

Bogart Wealth LLC’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	$15K	Buy	40 +12	+43%	+$4.21K	﹤0.01%	881
2026 Q1	$7.78K	Buy	28 +11	+65%	+$3.28K	﹤0.01%	958
2025 Q4	$5.31K	Buy	17 +4	+31%	+$1.3K	﹤0.01%	985
2025 Q3	$4.57K	Buy	13 +5	+63%	+$1.72K	﹤0.01%	996
2025 Q2	$2.46K	Buy	8 +4	+100%	+$1.16K	﹤0.01%	1062
2025 Q1	$1.02K	Hold	4	–	–	﹤0.01%	1179
2024 Q4	$1.2K	Buy	+4	New	+$1.16K	﹤0.01%	1182
2021 Q2	–	Sell	-38	Closed	-$5K	–	678
2021 Q1	$5K	Buy	+38	New	+$5.1K	﹤0.01%	468

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's CDNS Position: Q2 2026 in Review

Bogart Wealth LLC increased its Cadence Design Systems (CDNS) stake by 43% in Q2 2026, buying an estimated $4.21K and bringing the position to 40 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Bogart Wealth LLC first reported a position in CDNS in Q1 2021 and has held it in 8 quarters since. 1,509 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Bogart Wealth LLC held 40 shares of Cadence Design Systems worth $15K as of Q2 2026.
Bogart Wealth LLC bought 12 Cadence Design Systems shares in Q2 2026, an estimated $4.21K.
Cadence Design Systems made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #881 holding.
Bogart Wealth LLC first reported a position in Cadence Design Systems in Q1 2021 and has held it in 8 quarters since.
1,509 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.