Carr Financial Group’s Cadence Design Systems CDNS Stock Holding History

Carr Financial Group’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	$486K	Buy	1,296 +6	+0.5%	+$2.1K	0.11%	114
2026 Q1	$358K	Buy	1,290 +5	+0.4%	+$1.49K	0.09%	124
2025 Q4	$402K	Buy	1,285 +147	+13%	+$48K	0.11%	122
2025 Q3	$400K	Hold	1,138	–	–	0.11%	117
2025 Q2	$351K	Hold	1,138	–	–	0.1%	130
2025 Q1	$289K	Sell	1,138 -250	-18%	-$69.5K	0.09%	139
2024 Q4	$417K	Hold	1,388	–	–	0.13%	114
2024 Q3	$376K	Buy	1,388 +388	+39%	+$107K	0.11%	131
2024 Q2	$308K	Hold	1,000	–	–	0.1%	148
2024 Q1	$311K	Hold	1,000	–	–	0.1%	141
2023 Q4	$272K	Hold	1,000	–	–	0.1%	140
2023 Q3	$250K	Sell	1,000 -1,000	-50%	-$234K	0.1%	146
2023 Q2	$469K	Hold	2,000	–	–	0.19%	93
2023 Q1	$420K	Hold	2,000	–	–	0.19%	99
2022 Q4	$321K	Buy	+2,000	New	+$320K	0.17%	119

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

Carr Financial Group's CDNS Position: Q2 2026 in Review

Carr Financial Group increased its Cadence Design Systems (CDNS) stake by 0.47% in Q2 2026, buying an estimated $2.1K and bringing the position to 1,296 shares worth $486K. The position accounts for 0.11% of the portfolio, ranked #114.

Carr Financial Group first reported a position in CDNS in Q4 2022 and has held it in 15 quarters since. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Carr Financial Group held 1,296 shares of Cadence Design Systems worth $486K as of Q2 2026.
Carr Financial Group bought 6 Cadence Design Systems shares in Q2 2026, an estimated $2.1K.
Cadence Design Systems made up 0.11% of Carr Financial Group's portfolio in Q2 2026, its #114 holding.
Carr Financial Group first reported a position in Cadence Design Systems in Q4 2022 and has held it in 15 quarters since.
1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.