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Crestwood Advisors Group’s Cadence Design Systems CDNS Stock Holding History

Crestwood Advisors Group’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 		$1.04M Buy
2,763
+247
+10% +$86.6K 0.02% 312
2026
Q1 		$699K Sell
2,516
-56
-2% -$16.7K 0.01% 347
2025
Q4 		$804K Sell
2,572
-1,051
-29% -$343K 0.01% 310
2025
Q3 		$1.27M Sell
3,623
-155
-4% -$53.3K 0.02% 262
2025
Q2 		$1.16M Buy
3,778
+50
+1% +$14.5K 0.02% 264
2025
Q1 		$948K Buy
3,728
+2,972
+393% +$826K 0.02% 280
2024
Q4 		$227K Buy
+756
New +$220K ﹤0.01% 432

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

Crestwood Advisors Group's CDNS Position: Q2 2026 in Review

Crestwood Advisors Group increased its Cadence Design Systems (CDNS) stake by 9.8% in Q2 2026, buying an estimated $86.6K and bringing the position to 2,763 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #312.

Crestwood Advisors Group first reported a position in CDNS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q3 2025. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Crestwood Advisors Group held 2,763 shares of Cadence Design Systems worth $1.04M as of Q2 2026.
  • Crestwood Advisors Group bought 247 Cadence Design Systems shares in Q2 2026, an estimated $86.6K.
  • Cadence Design Systems made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #312 holding.
  • Crestwood Advisors Group first reported a position in Cadence Design Systems in Q4 2024 and has held it in 7 quarters since.
  • Crestwood Advisors Group's Cadence Design Systems position peaked at $1.27M in Q3 2025.
  • 1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.