EverSource Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$846K Buy
2,255
+381
+20% +$134K 0.03% 390
2026
Q1
$520K Buy
1,874
+83
+5% +$24.8K 0.02% 594
2025
Q4
$560K Buy
1,791
+258
+17% +$84.2K 0.02% 499
2025
Q3
$538K Buy
1,533
+103
+7% +$35.4K 0.02% 471
2025
Q2
$440K Buy
1,430
+416
+41% +$121K 0.02% 508
2025
Q1
$258K Sell
1,014
-334
-25% -$92.9K 0.01% 574
2024
Q4
$405K Buy
1,348
+162
+14% +$47.1K 0.02% 417
2024
Q3
$321K Buy
1,186
+481
+68% +$133K 0.02% 430
2024
Q2
$189K Buy
705
+21
+3% +$6.22K 0.01% 574
2024
Q1
$188K Buy
684
+23
+3% +$6.8K 0.01% 510
2023
Q4
$180K Buy
661
+380
+135% +$97.9K 0.02% 462
2023
Q3
$65.8K Buy
281
+37
+15% +$8.66K 0.01% 717
2023
Q2
$57.2K Sell
244
-458
-65% -$99.7K 0.01% 789
2023
Q1
$147K Buy
702
+547
+353% +$103K 0.02% 440
2022
Q4
$24.9K Sell
155
-401
-72% -$64.1K ﹤0.01% 997
2022
Q3
$91K Sell
556
-28
-5% -$4.82K 0.02% 452
2022
Q2
$88K Buy
584
+486
+496% +$73.4K 0.02% 413
2022
Q1
$16K Sell
98
-613
-86% -$94K ﹤0.01% 785
2021
Q4
$133K Buy
+711
New +$124K 0.04% 271

Other funds holding CDNS

EverSource Wealth Advisors's CDNS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Cadence Design Systems (CDNS) stake by 20% in Q2 2026, buying an estimated $134K and bringing the position to 2,255 shares worth $846K. The position accounts for 0.03% of the portfolio, ranked #390.

EverSource Wealth Advisors first reported a position in CDNS in Q4 2021 and has held it in 19 quarters since. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • EverSource Wealth Advisors held 2,255 shares of Cadence Design Systems worth $846K as of Q2 2026.
  • EverSource Wealth Advisors bought 381 Cadence Design Systems shares in Q2 2026, an estimated $134K.
  • Cadence Design Systems made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #390 holding.
  • EverSource Wealth Advisors first reported a position in Cadence Design Systems in Q4 2021 and has held it in 19 quarters since.
  • 1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.