Comprehensive Financial Consultants Institutional’s Cadence Design Systems CDNS Stock Holding History

Comprehensive Financial Consultants Institutional’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	$3.12M	Buy	8,317 +129	+2%	+$45.2K	0.83%	45
2026 Q1	$2.28M	Buy	8,188 +403	+5%	+$120K	0.68%	52
2025 Q4	$2.43M	Buy	7,785 +379	+5%	+$124K	0.73%	55
2025 Q3	$2.6M	Buy	7,406 +112	+2%	+$38.5K	0.81%	44
2025 Q2	$2.25M	Buy	7,294 +1,807	+33%	+$525K	0.74%	51
2025 Q1	$1.4M	Buy	+5,487	New	+$1.53M	0.5%	75

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

Comprehensive Financial Consultants Institutional's CDNS Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Cadence Design Systems (CDNS) stake by 1.6% in Q2 2026, buying an estimated $45.2K and bringing the position to 8,317 shares worth $3.12M. The position accounts for 0.83% of the portfolio, ranked #45.

Comprehensive Financial Consultants Institutional first reported a position in CDNS in Q1 2025 and has held it in 6 quarters since. 1,496 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Comprehensive Financial Consultants Institutional held 8,317 shares of Cadence Design Systems worth $3.12M as of Q2 2026.
Comprehensive Financial Consultants Institutional bought 129 Cadence Design Systems shares in Q2 2026, an estimated $45.2K.
Cadence Design Systems made up 0.83% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #45 holding.
Comprehensive Financial Consultants Institutional first reported a position in Cadence Design Systems in Q1 2025 and has held it in 6 quarters since.
1,496 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.