Falcon Wealth Planning’s Cadence Design Systems CDNS Stock Holding History

Falcon Wealth Planning’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	$272K	Sell	724 -145	-17%	-$50.8K	0.02%	203
2026 Q1	$241K	Buy	869 +6	+0.7%	+$1.79K	0.02%	205
2025 Q4	$270K	Sell	863 -4	-0.5%	-$1.3K	0.02%	176
2025 Q3	$305K	Buy	867 +12	+1%	+$4.13K	0.03%	148
2025 Q2	$263K	Buy	+855	New	+$249K	0.03%	144
2025 Q1	–	Sell	-766	Closed	-$230K	–	164
2024 Q4	$230K	Sell	766 -53	-6%	-$15.4K	0.03%	150
2024 Q3	$222K	Buy	819 +40	+5%	+$11.1K	0.03%	143
2024 Q2	$240K	Buy	779 +50	+7%	+$14.8K	0.03%	125
2024 Q1	$227K	Buy	+729	New	+$216K	0.04%	126

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 $3.37T AUM 44.26% 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

Falcon Wealth Planning's CDNS Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Cadence Design Systems (CDNS) stake by 17% in Q2 2026, selling an estimated $50.8K and leaving 724 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #203.

Falcon Wealth Planning first reported a position in CDNS in Q1 2024 and has held it in 9 quarters since. The position peaked at $305K in Q3 2025. 1,501 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Falcon Wealth Planning held 724 shares of Cadence Design Systems worth $272K as of Q2 2026.
Falcon Wealth Planning sold 145 Cadence Design Systems shares in Q2 2026, an estimated $50.8K.
Cadence Design Systems made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #203 holding.
Falcon Wealth Planning first reported a position in Cadence Design Systems in Q1 2024 and has held it in 9 quarters since.
Falcon Wealth Planning's Cadence Design Systems position peaked at $305K in Q3 2025.
1,501 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.