GoalVest Advisory’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
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

GoalVest Advisory's CDNS Position: Q2 2025 in Review

GoalVest Advisory sold out of Cadence Design Systems (CDNS) in Q2 2025, closing a stake of 5 shares — an estimated $1.27K sold.

GoalVest Advisory first reported a position in CDNS in Q1 2022 and held it in 3 quarters. The position peaked at $1.27K in Q1 2025. 1,329 funds tracked by Wall St. Rank hold CDNS as of Q2 2025.

  • GoalVest Advisory reported no remaining Cadence Design Systems position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 5 Cadence Design Systems shares in Q2 2025, an estimated $1.27K.
  • GoalVest Advisory first reported a position in Cadence Design Systems in Q1 2022 and held it in 3 quarters.
  • GoalVest Advisory's Cadence Design Systems position peaked at $1.27K in Q1 2025.
  • 1,329 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.