Bordeaux Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Bordeaux Wealth Advisors’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
2025 Q2	$1.48M	Buy	4,818 +132	+3%	+$38.4K	0.19%	48
2025 Q1	$1.19M	Sell	4,686 -97	-2%	-$27K	0.22%	50
2024 Q4	$1.44M	Buy	4,783 +45	+0.9%	+$13.1K	0.23%	46
2024 Q3	$1.28M	Buy	4,738 +565	+14%	+$156K	0.23%	47
2024 Q2	$1.28M	Buy	4,173 +21	+0.5%	+$6.22K	0.24%	46
2024 Q1	$1.29M	Sell	4,152 -35	-0.8%	-$10.4K	0.43%	29
2023 Q4	$1.14M	Buy	4,187 +14	+0.3%	+$3.61K	0.39%	36
2023 Q3	$978K	Sell	4,173 -545	-12%	-$128K	0.4%	33
2023 Q2	$1.11M	Buy	4,718 +447	+10%	+$97.3K	0.45%	29
2023 Q1	$897K	Buy	4,271 +4	+0.1%	+$757	0.46%	31
2022 Q4	$685K	Sell	4,267 -19	-0.4%	-$3.04K	0.38%	39
2022 Q3	$700K	Buy	4,286 +19	+0.4%	+$3.27K	0.44%	39
2022 Q2	$640K	Sell	4,267 -102	-2%	-$15.4K	0.44%	41
2022 Q1	$718K	Buy	4,369 +134	+3%	+$20.6K	0.39%	44
2021 Q4	$789K	Buy	4,235 +85	+2%	+$14.8K	0.36%	48
2021 Q3	$628K	Hold	4,150	–	–	0.36%	46
2021 Q2	$568K	Hold	4,150	–	–	0.33%	47
2021 Q1	$569K	Hold	4,150	–	–	0.39%	39
2020 Q4	$566K	Buy	+4,150	New	+$487K	0.43%	37

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bordeaux Wealth Advisors's CDNS Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Cadence Design Systems (CDNS) stake by 2.8% in Q2 2025, buying an estimated $38.4K and bringing the position to 4,818 shares worth $1.48M. The position accounts for 0.19% of the portfolio, ranked #48.

Bordeaux Wealth Advisors first reported a position in CDNS in Q4 2020 and has held it in 19 quarters since. 1,330 funds tracked by Wall St. Rank hold CDNS as of Q2 2025.

Bordeaux Wealth Advisors held 4,818 shares of Cadence Design Systems worth $1.48M as of Q2 2025.
Bordeaux Wealth Advisors bought 132 Cadence Design Systems shares in Q2 2025, an estimated $38.4K.
Cadence Design Systems made up 0.19% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #48 holding.
Bordeaux Wealth Advisors first reported a position in Cadence Design Systems in Q4 2020 and has held it in 19 quarters since.
1,330 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.