Center for Financial Planning’s Cadence Design Systems CDNS Stock Holding History

Center for Financial Planning’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	$149K	Hold	397	–	–	0.01%	200
2026 Q1	$110K	Buy	397 +3	+0.8%	+$895	0.01%	221
2025 Q4	$123K	Sell	394 -89	-18%	-$29K	0.01%	205
2025 Q3	$170K	Buy	483 +158	+49%	+$54.4K	0.02%	181
2025 Q2	$100K	Hold	325	–	–	0.01%	218
2025 Q1	$82.7K	Buy	325 +130	+67%	+$36.2K	0.01%	227
2024 Q4	$58.6K	Buy	+195	New	+$56.7K	0.01%	248

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

Center for Financial Planning's CDNS Position: Q2 2026 in Review

Center for Financial Planning held its Cadence Design Systems (CDNS) position steady in Q2 2026 at 397 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #200.

Center for Financial Planning first reported a position in CDNS in Q4 2024 and has held it in 7 quarters since. The position peaked at $170K in Q3 2025. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Center for Financial Planning held 397 shares of Cadence Design Systems worth $149K as of Q2 2026.
Center for Financial Planning left its Cadence Design Systems share count unchanged in Q2 2026.
Cadence Design Systems made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #200 holding.
Center for Financial Planning first reported a position in Cadence Design Systems in Q4 2024 and has held it in 7 quarters since.
Center for Financial Planning's Cadence Design Systems position peaked at $170K in Q3 2025.
1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.