Congress 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
2025
Q2
$973K Buy
3,156
+519
+20% +$151K 0.01% 714
2025
Q1
$673K Sell
2,637
-2,251
-46% -$626K 0.01% 731
2024
Q4
$1.47M Buy
4,888
+2,458
+101% +$715K 0.02% 458
2024
Q3
$659K Buy
2,430
+222
+10% +$61.4K 0.01% 586
2024
Q2
$680K Buy
2,208
+8
+0.4% +$2.37K 0.01% 491
2024
Q1
$685K Sell
2,200
-935
-30% -$277K 0.01% 415
2023
Q4
$854K Buy
3,135
+1,565
+100% +$403K 0.02% 404
2023
Q3
$368K Buy
1,570
+239
+18% +$55.9K 0.01% 497
2023
Q2
$312K Buy
+1,331
New +$290K 0.01% 480

Other funds holding CDNS

Congress Wealth Management's CDNS Position: Q2 2025 in Review

Congress Wealth Management increased its Cadence Design Systems (CDNS) stake by 20% in Q2 2025, buying an estimated $151K and bringing the position to 3,156 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #714.

Congress Wealth Management first reported a position in CDNS in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.47M in Q4 2024. 1,332 funds tracked by Wall St. Rank hold CDNS as of Q2 2025.

  • Congress Wealth Management held 3,156 shares of Cadence Design Systems worth $973K as of Q2 2025.
  • Congress Wealth Management bought 519 Cadence Design Systems shares in Q2 2025, an estimated $151K.
  • Cadence Design Systems made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #714 holding.
  • Congress Wealth Management first reported a position in Cadence Design Systems in Q2 2023 and has held it in 9 quarters since.
  • Congress Wealth Management's Cadence Design Systems position peaked at $1.47M in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.