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BSW Wealth Partners’s Cadence Design Systems CDNS Stock Holding History

BSW Wealth Partners’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 		$423K Sell
1,128
-51
-4% -$17.9K 0.05% 197
2026
Q1 		$328K Buy
1,179
+96
+9% +$28.6K 0.04% 231
2025
Q4 		$339K Buy
1,083
+18
+2% +$5.87K 0.04% 222
2025
Q3 		$374K Sell
1,065
-57
-5% -$19.6K 0.05% 217
2025
Q2 		$346K Hold
1,122
– – 0.05% 217
2025
Q1 		$285K Sell
1,122
-107
-9% -$29.8K 0.04% 240
2024
Q4 		$369K Buy
1,229
+94
+8% +$27.3K 0.05% 199
2024
Q3 		$308K Sell
1,135
-328
-22% -$90.7K 0.05% 228
2024
Q2 		$450K Buy
1,463
+30
+2% +$8.88K 0.07% 145
2024
Q1 		$446K Sell
1,433
-191
-12% -$56.5K 0.08% 151
2023
Q4 		$442K Buy
1,624
+44
+3% +$11.3K 0.09% 136
2023
Q3 		$370K Sell
1,580
-159
-9% -$37.2K 0.08% 139
2023
Q2 		$408K Buy
1,739
+40
+2% +$8.71K 0.09% 134
2023
Q1 		$357K Sell
1,699
-87
-5% -$16.5K 0.07% 192
2022
Q4 		$287K Sell
1,786
-205
-10% -$32.8K 0.06% 227
2022
Q3 		$325K Sell
1,991
-67
-3% -$11.5K 0.08% 165
2022
Q2 		$309K Buy
2,058
+130
+7% +$19.6K 0.07% 183
2022
Q1 		$317K Buy
+1,928
New +$296K 0.08% 197

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BSW Wealth Partners's CDNS Position: Q2 2026 in Review

BSW Wealth Partners reduced its Cadence Design Systems (CDNS) stake by 4.3% in Q2 2026, selling an estimated $17.9K and leaving 1,128 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #197.

BSW Wealth Partners first reported a position in CDNS in Q1 2022 and has held it in 18 quarters since. The position peaked at $450K in Q2 2024. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • BSW Wealth Partners held 1,128 shares of Cadence Design Systems worth $423K as of Q2 2026.
  • BSW Wealth Partners sold 51 Cadence Design Systems shares in Q2 2026, an estimated $17.9K.
  • Cadence Design Systems made up 0.05% of BSW Wealth Partners's portfolio in Q2 2026, its #197 holding.
  • BSW Wealth Partners first reported a position in Cadence Design Systems in Q1 2022 and has held it in 18 quarters since.
  • BSW Wealth Partners's Cadence Design Systems position peaked at $450K in Q2 2024.
  • 1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.