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Curated Wealth Partners’s Cadence Design Systems CDNS Stock Holding History

Curated Wealth Partners’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 		$206K Sell
550
-419
-43% -$147K 0.02% 231
2026
Q1 		$269K Buy
969
+50
+5% +$14.9K 0.03% 173
2025
Q4 		$287K Hold
919
– – 0.03% 160
2025
Q3 		$323K Sell
919
-84
-8% -$28.9K 0.04% 119
2025
Q2 		$309K Sell
1,003
-12
-1% -$3.49K 0.04% 122
2025
Q1 		$258K Buy
1,015
+132
+15% +$36.7K 0.03% 133
2024
Q4 		$265K Buy
+883
New +$257K 0.03% 123

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 $3.38T AUM 44.17% 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

Curated Wealth Partners's CDNS Position: Q2 2026 in Review

Curated Wealth Partners reduced its Cadence Design Systems (CDNS) stake by 43% in Q2 2026, selling an estimated $147K and leaving 550 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #231.

Curated Wealth Partners first reported a position in CDNS in Q4 2024 and has held it in 7 quarters since. The position peaked at $323K in Q3 2025. 1,509 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Curated Wealth Partners held 550 shares of Cadence Design Systems worth $206K as of Q2 2026.
  • Curated Wealth Partners sold 419 Cadence Design Systems shares in Q2 2026, an estimated $147K.
  • Cadence Design Systems made up 0.02% of Curated Wealth Partners's portfolio in Q2 2026, its #231 holding.
  • Curated Wealth Partners first reported a position in Cadence Design Systems in Q4 2024 and has held it in 7 quarters since.
  • Curated Wealth Partners's Cadence Design Systems position peaked at $323K in Q3 2025.
  • 1,509 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.