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

Dogwood 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	$16.5K	Sell	44 -11	-20%	-$3.85K	0.01%	282
2026 Q1	$15.3K	Sell	55 -10	-15%	-$2.98K	0.01%	281
2025 Q4	$20.3K	Buy	65 +17	+35%	+$5.55K	0.01%	197
2025 Q3	$16.9K	Buy	48 +14	+41%	+$4.82K	0.01%	209
2025 Q2	$11K	Buy	34 +32	+1,600%	+$9.3K	0.01%	252
2025 Q1	$509	Buy	+2	New	+$556	﹤0.01%	461
2024 Q3	–	Hold	0	–	–	–	284
2024 Q2	–	Hold	0	–	–	–	307
2024 Q1	–	Hold	0	–	–	–	297
2023 Q4	–	Hold	0	–	–	–	292

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Dogwood Wealth Management reduced its Cadence Design Systems (CDNS) stake by 20% in Q2 2026, selling an estimated $3.85K and leaving 44 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #282.

Dogwood Wealth Management first reported a position in CDNS in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.3K in Q4 2025. 1,509 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Dogwood Wealth Management held 44 shares of Cadence Design Systems worth $16.5K as of Q2 2026.
Dogwood Wealth Management sold 11 Cadence Design Systems shares in Q2 2026, an estimated $3.85K.
Cadence Design Systems made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #282 holding.
Dogwood Wealth Management first reported a position in Cadence Design Systems in Q1 2025 and has held it in 6 quarters since.
Dogwood Wealth Management's Cadence Design Systems position peaked at $20.3K in Q4 2025.
1,509 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.