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Concord Wealth Partners’s Cadence Design Systems CDNS Stock Holding History

Concord Wealth Partners’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 		$2.57M Buy
6,842
+163
+2% +$57.1K 0.29% 81
2026
Q1 		$1.86M Buy
6,679
+917
+16% +$274K 0.24% 93
2025
Q4 		$1.8M Buy
5,762
+435
+8% +$142K 0.23% 95
2025
Q3 		$1.87M Buy
5,327
+151
+3% +$51.9K 0.26% 88
2025
Q2 		$1.59M Buy
5,176
+342
+7% +$99.4K 0.23% 99
2025
Q1 		$1.23M Buy
4,834
+261
+6% +$72.6K 0.2% 105
2024
Q4 		$1.37M Buy
4,573
+1,493
+48% +$434K 0.23% 88
2024
Q3 		$835K Buy
3,080
+219
+8% +$60.5K 0.14% 105
2024
Q2 		$880K Buy
2,861
+326
+13% +$96.5K 0.16% 106
2024
Q1 		$789K Buy
2,535
+627
+33% +$185K 0.14% 111
2023
Q4 		$520K Buy
1,908
+903
+90% +$233K 0.1% 122
2023
Q3 		$235K Buy
1,005
+98
+11% +$22.9K 0.05% 182
2023
Q2 		$213K Buy
907
+425
+88% +$92.5K 0.05% 191
2023
Q1 		$101K Buy
482
+475
+6,786% +$89.8K 0.03% 246
2022
Q4 		$1.12K Buy
+7
New +$1.12K ﹤0.01% 1042
2022
Q3 		– Sell
-75
Closed -$11K – 308
2022
Q2 		$11K Sell
75
-1,281
-94% -$193K ﹤0.01% 665
2022
Q1 		$223K Buy
1,356
+74
+6% +$11.4K 0.06% 166
2021
Q4 		$239K Buy
1,282
+983
+329% +$171K 0.06% 164
2021
Q3 		$45K Sell
299
-766
-72% -$117K 0.02% 236
2021
Q2 		$146K Buy
1,065
+83
+8% +$11K 0.04% 175
2021
Q1 		$135K Buy
982
+967
+6,447% +$130K 0.05% 169
2020
Q4 		$2K Buy
+15
New +$1.76K ﹤0.01% 521

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Concord Wealth Partners's CDNS Position: Q2 2026 in Review

Concord Wealth Partners increased its Cadence Design Systems (CDNS) stake by 2.4% in Q2 2026, buying an estimated $57.1K and bringing the position to 6,842 shares worth $2.57M. The position accounts for 0.29% of the portfolio, ranked #81.

Concord Wealth Partners first reported a position in CDNS in Q4 2020 and has held it in 22 quarters since. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Concord Wealth Partners held 6,842 shares of Cadence Design Systems worth $2.57M as of Q2 2026.
  • Concord Wealth Partners bought 163 Cadence Design Systems shares in Q2 2026, an estimated $57.1K.
  • Cadence Design Systems made up 0.29% of Concord Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • Concord Wealth Partners first reported a position in Cadence Design Systems in Q4 2020 and has held it in 22 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.