Global Financial Private Client’s Cadence Design Systems CDNS Stock Holding History

Global Financial Private Client’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 Q3	–	Sell	-578	Closed	-$217K	–	240
2026 Q2	$217K	Buy	+578	New	+$203K	0.06%	238
2025 Q2	–	Sell	-548	Closed	-$139K	–	450
2025 Q1	$139K	Buy	548 +113	+26%	+$31.4K	0.05%	233
2024 Q4	$131K	Buy	435 +1	+0.2%	+$291	0.05%	233
2024 Q3	$118K	Buy	434 +88	+25%	+$24.3K	0.05%	239
2024 Q2	$106K	Hold	346	–	–	0.04%	227
2024 Q1	$108K	Hold	346	–	–	0.05%	225
2023 Q4	$94.2K	Hold	346	–	–	0.04%	237
2023 Q3	$81.8K	Hold	346	–	–	0.04%	236
2023 Q2	$81.4K	Hold	346	–	–	0.04%	243
2023 Q1	$73.1K	Hold	346	–	–	0.04%	246
2022 Q4	$55.6K	Hold	346	–	–	0.03%	265
2022 Q3	$58.9K	Hold	346	–	–	0.03%	256
2022 Q2	$51.8K	Hold	346	–	–	0.03%	258
2022 Q1	$57.3K	Hold	346	–	–	0.03%	251
2021 Q4	$64.5K	Hold	346	–	–	0.03%	248
2021 Q3	$52.9K	Hold	346	–	–	0.03%	242
2021 Q2	$47.4K	Hold	346	–	–	0.03%	256
2021 Q1	$49K	Hold	346	–	–	0.04%	205
2020 Q4	$47.2K	Buy	346 +7	+2%	+$821	0.04%	199
2020 Q3	$36.8K	Hold	339	–	–	0.03%	211
2020 Q2	$32.9K	Buy	+339	New	+$28.4K	0.03%	253

Other funds holding CDNS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Global Financial Private Client's CDNS Position: Q3 2026 in Review

Global Financial Private Client sold out of Cadence Design Systems (CDNS) in Q3 2026, closing a stake of 578 shares — an estimated $217K sold.

Global Financial Private Client first reported a position in CDNS in Q2 2020 and held it in 21 quarters. The position peaked at $217K in Q2 2026. 1,212 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

Global Financial Private Client reported no remaining Cadence Design Systems position as of Q3 2026 after selling out during the quarter.
Global Financial Private Client sold 578 Cadence Design Systems shares in Q3 2026, an estimated $217K.
Global Financial Private Client first reported a position in Cadence Design Systems in Q2 2020 and held it in 21 quarters.
Global Financial Private Client's Cadence Design Systems position peaked at $217K in Q2 2026.
1,212 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.