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CreativeOne Wealth’s Cadence Design Systems CDNS Stock Holding History

CreativeOne Wealth’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 		$1.55M Sell
4,140
-39
-0.9% -$13.7K 0.03% 435
2026
Q1 		$1.16M Sell
4,179
-827
-17% -$247K 0.03% 521
2025
Q4 		$1.56M Sell
5,006
-97
-2% -$31.7K 0.04% 393
2025
Q3 		$1.79M Sell
5,103
-992
-16% -$341K 0.04% 366
2025
Q2 		$1.88M Buy
6,095
+70
+1% +$20.4K 0.05% 362
2025
Q1 		$1.53M Sell
6,025
-24
-0.4% -$6.67K 0.05% 360
2024
Q4 		$1.82M Sell
6,049
-44
-0.7% -$12.8K 0.06% 314
2024
Q3 		$1.65M Buy
6,093
+2,900
+91% +$802K 0.06% 305
2024
Q2 		$983K Sell
3,193
-4,178
-57% -$1.24M 0.05% 331
2024
Q1 		$2.29M Buy
7,371
+6,092
+476% +$1.8M 0.09% 208
2023
Q4 		$349K Buy
+1,279
New +$330K 0.02% 455
2023
Q3 		– Sell
-5,000
Closed -$1.17M – 619
2023
Q2 		$1.17M Sell
5,000
-6
-0.1% -$1.31K 0.05% 299
2023
Q1 		$1.05M Buy
5,006
+38
+0.8% +$7.19K 0.05% 298
2022
Q4 		$798K Buy
4,968
+306
+7% +$48.9K 0.04% 327
2022
Q3 		$762K Buy
4,662
+83
+2% +$14.3K 0.05% 312
2022
Q2 		$687K Buy
4,579
+1,155
+34% +$174K 0.04% 328
2022
Q1 		$563K Buy
3,424
+254
+8% +$39K 0.03% 398
2021
Q4 		$591K Sell
3,170
-414
-12% -$72.2K 0.03% 407
2021
Q3 		$543K Sell
3,584
-333
-9% -$50.7K 0.03% 390
2021
Q2 		$536K Buy
+3,917
New +$519K 0.03% 367
2021
Q1 		– Sell
-2,714
Closed -$370K – 568
2020
Q4 		$370K Buy
+2,714
New +$318K 0.03% 334

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

CreativeOne Wealth's CDNS Position: Q2 2026 in Review

CreativeOne Wealth reduced its Cadence Design Systems (CDNS) stake by 0.93% in Q2 2026, selling an estimated $13.7K and leaving 4,140 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #435.

CreativeOne Wealth first reported a position in CDNS in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.29M in Q1 2024. 1,496 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • CreativeOne Wealth held 4,140 shares of Cadence Design Systems worth $1.55M as of Q2 2026.
  • CreativeOne Wealth sold 39 Cadence Design Systems shares in Q2 2026, an estimated $13.7K.
  • Cadence Design Systems made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #435 holding.
  • CreativeOne Wealth first reported a position in Cadence Design Systems in Q4 2020 and has held it in 21 quarters since.
  • CreativeOne Wealth's Cadence Design Systems position peaked at $2.29M in Q1 2024.
  • 1,496 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.