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

Connecticut Wealth Management’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	$282K	Sell	751 -52	-6%	-$18.2K	0.01%	299
2026 Q1	$223K	Buy	803 +7	+0.9%	+$2.09K	0.01%	312
2025 Q4	$249K	Hold	796	–	–	0.01%	288
2025 Q3	$280K	Hold	796	–	–	0.01%	281
2025 Q2	$245K	Sell	796 -6	-0.7%	-$1.75K	0.01%	282
2025 Q1	$204K	Sell	802 -183	-19%	-$50.9K	0.01%	297
2024 Q4	$296K	Buy	985 +193	+24%	+$56.1K	0.01%	230
2024 Q3	$215K	Sell	792 -77	-9%	-$21.3K	0.01%	309
2024 Q2	$267K	Buy	869 +5	+0.6%	+$1.48K	0.01%	281
2024 Q1	$269K	Hold	864	–	–	0.01%	277
2023 Q4	$235K	Sell	864 -8	-0.9%	-$2.06K	0.01%	293
2023 Q3	$204K	Sell	872 -1	-0.1%	-$234	0.01%	285
2023 Q2	$205K	Buy	+873	New	+$190K	0.01%	258

Other funds holding CDNS

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Connecticut Wealth Management reduced its Cadence Design Systems (CDNS) stake by 6.5% in Q2 2026, selling an estimated $18.2K and leaving 751 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #299.

Connecticut Wealth Management first reported a position in CDNS in Q2 2023 and has held it in 13 quarters since. The position peaked at $296K in Q4 2024. 717 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Connecticut Wealth Management held 751 shares of Cadence Design Systems worth $282K as of Q2 2026.
Connecticut Wealth Management sold 52 Cadence Design Systems shares in Q2 2026, an estimated $18.2K.
Cadence Design Systems made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #299 holding.
Connecticut Wealth Management first reported a position in Cadence Design Systems in Q2 2023 and has held it in 13 quarters since.
Connecticut Wealth Management's Cadence Design Systems position peaked at $296K in Q4 2024.
717 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.