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

Cyndeo 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 		$574K Buy
1,529
+15
+1% +$5.26K 0.03% 332
2026
Q1 		$421K Hold
1,514
– – 0.02% 350
2025
Q4 		$473K Sell
1,514
-800
-35% -$261K 0.03% 327
2025
Q3 		$813K Buy
2,314
+746
+48% +$257K 0.05% 258
2025
Q2 		$483K Sell
1,568
-10
-0.6% -$2.91K 0.03% 314
2025
Q1 		$401K Buy
1,578
+14
+0.9% +$3.89K 0.03% 325
2024
Q4 		$470K Buy
1,564
+4
+0.3% +$1.16K 0.03% 304
2024
Q3 		$423K Sell
1,560
-1,954
-56% -$540K 0.03% 318
2024
Q2 		$1.08M Buy
3,514
+914
+35% +$271K 0.08% 202
2024
Q1 		$809K Buy
2,600
+327
+14% +$96.7K 0.07% 220
2023
Q4 		$619K Sell
2,273
-281
-11% -$72.4K 0.06% 224
2023
Q3 		$598K Buy
2,554
+101
+4% +$23.6K 0.06% 212
2023
Q2 		$575K Buy
2,453
+162
+7% +$35.3K 0.06% 206
2023
Q1 		$481K Hold
2,291
– – 0.05% 222
2022
Q4 		$368K Buy
+2,291
New +$366K 0.04% 239

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

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

Cyndeo Wealth Partners increased its Cadence Design Systems (CDNS) stake by 0.99% in Q2 2026, buying an estimated $5.26K and bringing the position to 1,529 shares worth $574K. The position accounts for 0.03% of the portfolio, ranked #332.

Cyndeo Wealth Partners first reported a position in CDNS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q2 2024. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Cyndeo Wealth Partners held 1,529 shares of Cadence Design Systems worth $574K as of Q2 2026.
  • Cyndeo Wealth Partners bought 15 Cadence Design Systems shares in Q2 2026, an estimated $5.26K.
  • Cadence Design Systems made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #332 holding.
  • Cyndeo Wealth Partners first reported a position in Cadence Design Systems in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Cadence Design Systems position peaked at $1.08M in Q2 2024.
  • 1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.