Capital & Planning LLC’s Cadence Design Systems CDNS Stock Holding History

Capital & Planning 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	–	Sell	-48	Closed	-$13.3K	–	63
2026 Q1	$13.3K	Buy	+48	New	+$14.3K	0.01%	92
2025 Q1	–	Sell	-48	Closed	-$14.4K	–	55
2024 Q4	$14.4K	Buy	+48	New	+$14K	0.01%	83

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

Capital & Planning LLC's CDNS Position: Q2 2026 in Review

Capital & Planning LLC sold out of Cadence Design Systems (CDNS) in Q2 2026, closing a stake of 48 shares — an estimated $13.3K sold.

Capital & Planning LLC first reported a position in CDNS in Q4 2024 and held it in 2 quarters. The position peaked at $14.4K in Q4 2024. 1,509 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Capital & Planning LLC reported no remaining Cadence Design Systems position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 48 Cadence Design Systems shares in Q2 2026, an estimated $13.3K.
Capital & Planning LLC first reported a position in Cadence Design Systems in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's Cadence Design Systems position peaked at $14.4K in Q4 2024.
1,509 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.