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

Copia 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	$1.88K	Hold	5	–	–	﹤0.01%	471
2026 Q1	$1.39K	Hold	5	–	–	﹤0.01%	454
2025 Q4	$1.56K	Buy	+5	New	+$1.63K	﹤0.01%	450

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

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

Copia Wealth Management held its Cadence Design Systems (CDNS) position steady in Q2 2026 at 5 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Copia Wealth Management first reported a position in CDNS in Q4 2025 and has held it in 3 quarters since. 1,501 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Copia Wealth Management held 5 shares of Cadence Design Systems worth $1.88K as of Q2 2026.
Copia Wealth Management left its Cadence Design Systems share count unchanged in Q2 2026.
Cadence Design Systems made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #471 holding.
Copia Wealth Management first reported a position in Cadence Design Systems in Q4 2025 and has held it in 3 quarters since.
1,501 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.