Burton Enright Welch’s Cadence Design Systems CDNS Stock Holding History

Burton Enright Welch’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	$835K	Sell	2,225 -321	-13%	-$112K	0.1%	74
2026 Q1	$707K	Buy	2,546 +6	+0.2%	+$1.79K	0.1%	74
2025 Q4	$794K	Sell	2,540 -135	-5%	-$44.1K	0.11%	69
2025 Q3	$940K	Buy	2,675 +9	+0.3%	+$3.1K	0.14%	61
2025 Q2	$822K	Sell	2,666 -224	-8%	-$65.1K	0.14%	61
2025 Q1	$735K	Buy	2,890 +2	+0.1%	+$556	0.15%	53
2024 Q4	$868K	Sell	2,888 -377	-12%	-$110K	0.18%	49
2024 Q3	$885K	Hold	3,265	–	–	0.19%	44
2024 Q2	$1M	Hold	3,265	–	–	0.23%	39
2024 Q1	$1.02M	Sell	3,265 -522	-14%	-$154K	0.24%	40
2023 Q4	$1.03M	Sell	3,787 -3,548	-48%	-$914K	0.28%	32
2023 Q3	$1.72M	Hold	7,335	–	–	0.53%	23
2023 Q2	$1.72M	Hold	7,335	–	–	0.54%	23
2023 Q1	$1.54M	Buy	7,335 +20	+0.3%	+$3.78K	0.59%	23
2022 Q4	$1.18M	Sell	7,315 -321	-4%	-$51.3K	0.49%	24
2022 Q3	$1.25M	Buy	7,636 +18	+0.2%	+$3.1K	0.62%	23
2022 Q2	$1.14M	Hold	7,618	–	–	0.69%	23
2022 Q1	$1.25M	Sell	7,618 -250	-3%	-$38.4K	0.69%	22
2021 Q4	$1.47M	Buy	+7,868	New	+$1.37M	0.98%	17

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

Burton Enright Welch's CDNS Position: Q2 2026 in Review

Burton Enright Welch reduced its Cadence Design Systems (CDNS) stake by 13% in Q2 2026, selling an estimated $112K and leaving 2,225 shares worth $835K. The position accounts for 0.1% of the portfolio, ranked #74.

Burton Enright Welch first reported a position in CDNS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q2 2023. 1,500 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Burton Enright Welch held 2,225 shares of Cadence Design Systems worth $835K as of Q2 2026.
Burton Enright Welch sold 321 Cadence Design Systems shares in Q2 2026, an estimated $112K.
Cadence Design Systems made up 0.1% of Burton Enright Welch's portfolio in Q2 2026, its #74 holding.
Burton Enright Welch first reported a position in Cadence Design Systems in Q4 2021 and has held it in 19 quarters since.
Burton Enright Welch's Cadence Design Systems position peaked at $1.72M in Q2 2023.
1,500 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.