Circle Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.67M Buy
4,446
+515
+13% +$180K 0.02% 113
2026
Q1
$1.09M Buy
3,931
+604
+18% +$180K 0.02% 125
2025
Q4
$1.04M Buy
3,327
+50
+2% +$16.3K 0.02% 132
2025
Q3
$1.15M Hold
3,277
0.02% 112
2025
Q2
$1.01M Buy
3,277
+1,565
+91% +$455K 0.02% 116
2025
Q1
$435K Buy
1,712
+1,033
+152% +$287K 0.01% 176
2024
Q4
$204K Buy
+679
New +$197K ﹤0.01% 212
2024
Q3
Sell
-1,041
Closed -$320K 217
2024
Q2
$320K Sell
1,041
-136
-12% -$40.3K 0.01% 192
2024
Q1
$366K Sell
1,177
-749
-39% -$222K 0.01% 163
2023
Q4
$525K Buy
1,926
+37
+2% +$9.53K 0.01% 136
2023
Q3
$443K Buy
+1,889
New +$442K 0.01% 141

Other funds holding CDNS

Circle Wealth Management's CDNS Position: Q2 2026 in Review

Circle Wealth Management increased its Cadence Design Systems (CDNS) stake by 13% in Q2 2026, buying an estimated $180K and bringing the position to 4,446 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #113.

Circle Wealth Management first reported a position in CDNS in Q3 2023 and has held it in 11 quarters since. 1,496 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Circle Wealth Management held 4,446 shares of Cadence Design Systems worth $1.67M as of Q2 2026.
  • Circle Wealth Management bought 515 Cadence Design Systems shares in Q2 2026, an estimated $180K.
  • Cadence Design Systems made up 0.02% of Circle Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Circle Wealth Management first reported a position in Cadence Design Systems in Q3 2023 and has held it in 11 quarters since.
  • 1,496 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.