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

Dakota 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 		$2.15M Sell
5,741
-191
-3% -$66.9K 0.04% 298
2026
Q1 		$1.65M Sell
5,932
-349
-6% -$104K 0.04% 318
2025
Q4 		$1.96M Buy
+6,281
New +$2.05M 0.03% 293
2025
Q3 		– Sell
-1,943
Closed -$599K – 670
2025
Q2 		$599K Sell
1,943
-314
-14% -$91.3K 0.01% 485
2025
Q1 		$574K Sell
2,257
-265
-11% -$73.7K 0.01% 486
2024
Q4 		$758K Sell
2,522
-122
-5% -$35.5K 0.02% 419
2024
Q3 		$717K Buy
2,644
+47
+2% +$13K 0.02% 431
2024
Q2 		$799K Buy
2,597
+233
+10% +$69K 0.02% 414
2024
Q1 		$736K Sell
2,364
-423
-15% -$125K 0.02% 431
2023
Q4 		$759K Sell
2,787
-469
-14% -$121K 0.03% 356
2023
Q3 		$763K Sell
3,256
-67
-2% -$15.7K 0.03% 329
2023
Q2 		$779K Sell
3,323
-875
-21% -$190K 0.04% 293
2023
Q1 		$882K Sell
4,198
-156
-4% -$29.5K 0.06% 251
2022
Q4 		$699K Buy
4,354
+164
+4% +$26.2K 0.05% 283
2022
Q3 		$685K Buy
4,190
+54
+1% +$9.29K 0.06% 282
2022
Q2 		$620K Buy
+4,136
New +$624K 0.06% 249

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

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

Dakota Wealth Management reduced its Cadence Design Systems (CDNS) stake by 3.2% in Q2 2026, selling an estimated $66.9K and leaving 5,741 shares worth $2.15M. The position accounts for 0.04% of the portfolio, ranked #298.

Dakota Wealth Management first reported a position in CDNS in Q2 2022 and has held it in 16 quarters since. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Dakota Wealth Management held 5,741 shares of Cadence Design Systems worth $2.15M as of Q2 2026.
  • Dakota Wealth Management sold 191 Cadence Design Systems shares in Q2 2026, an estimated $66.9K.
  • Cadence Design Systems made up 0.04% of Dakota Wealth Management's portfolio in Q2 2026, its #298 holding.
  • Dakota Wealth Management first reported a position in Cadence Design Systems in Q2 2022 and has held it in 16 quarters since.
  • 1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.