Carolinas Wealth Consulting’s Cadence Design Systems CDNS Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-7	Closed	-$1.78K	–	138
2025 Q1	$1.78K	Sell	7 -7	-50%	-$1.95K	﹤0.01%	829
2024 Q4	$4.21K	Sell	14 -29	-67%	-$8.43K	﹤0.01%	672
2024 Q3	$11.7K	Buy	43 +1	+2%	+$276	﹤0.01%	544
2024 Q2	$12.9K	Sell	42 -3	-7%	-$888	﹤0.01%	527
2024 Q1	$14K	Sell	45 -5	-10%	-$1.48K	﹤0.01%	517
2023 Q4	$13.6K	Hold	50	–	–	﹤0.01%	499
2023 Q3	$12K	Sell	50 -31	-38%	-$7.26K	﹤0.01%	496
2023 Q2	$19K	Buy	81 +22	+37%	+$4.79K	﹤0.01%	484
2023 Q1	$12.4K	Hold	59	–	–	﹤0.01%	578
2022 Q4	$9.48K	Buy	59 +52	+743%	+$8.31K	﹤0.01%	627
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	799
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	799
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	828
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	865
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	834
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	845
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	851
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	779
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	800
2020 Q2	$1K	Buy	+7	New	+$586	﹤0.01%	546

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

Carolinas Wealth Consulting's CDNS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Cadence Design Systems (CDNS) in Q2 2025, closing a stake of 7 shares — an estimated $1.78K sold.

Carolinas Wealth Consulting first reported a position in CDNS in Q2 2020 and held it in 20 quarters. The position peaked at $19K in Q2 2023. 1,329 funds tracked by Wall St. Rank hold CDNS as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Cadence Design Systems position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 7 Cadence Design Systems shares in Q2 2025, an estimated $1.78K.
Carolinas Wealth Consulting first reported a position in Cadence Design Systems in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Cadence Design Systems position peaked at $19K in Q2 2023.
1,329 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.