GoalVest Advisory’s Cadence Design Systems CDNS Stock Holding History

GoalVest Advisory’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	$7.59K	Buy	+23	New	+$7.56K	﹤0.01%	492
2025 Q2	–	Sell	-5	Closed	-$1.27K	–	385
2025 Q1	$1.27K	Buy	+5	New	+$1.39K	﹤0.01%	324
2024 Q2	–	Sell	-4	Closed	-$1.25K	–	332
2024 Q1	$1.25K	Buy	+4	New	+$1.18K	﹤0.01%	379
2022 Q2	–	Sell	-4	Closed	-$1K	–	339
2022 Q1	$1K	Buy	+4	New	+$614	﹤0.01%	316

Other funds holding CDNS

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

GoalVest Advisory's CDNS Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Cadence Design Systems (CDNS) in Q3 2026: 23 shares worth $7.59K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CDNS as recently as Q1 2025.

GoalVest Advisory first reported a position in CDNS in Q1 2022 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

GoalVest Advisory held 23 shares of Cadence Design Systems worth $7.59K as of Q3 2026.
Cadence Design Systems was a new GoalVest Advisory position in Q3 2026.
Cadence Design Systems made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #492 holding.
GoalVest Advisory first reported a position in Cadence Design Systems in Q1 2022 and has held it in 4 quarters since.
43 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.