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Guardian Wealth Advisors (North Carolina)’s Cadence Design Systems CDNS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$834K Buy
2,221
+31
+1% +$10.9K 0.05% 175
2026
Q1 		$609K Sell
2,190
-6
-0.3% -$1.79K 0.04% 195
2025
Q4 		$686K Sell
2,196
-7
-0.3% -$2.28K 0.04% 184
2025
Q3 		$774K Buy
2,203
+14
+0.6% +$4.82K 0.05% 167
2025
Q2 		$675K Sell
2,189
-14
-0.6% -$4.07K 0.05% 170
2025
Q1 		$560K Buy
2,203
+3
+0.1% +$834 0.04% 170
2024
Q4 		$661K Buy
2,200
+29
+1% +$8.43K 0.05% 165
2024
Q3 		$588K Sell
2,171
-18
-0.8% -$4.98K 0.06% 147
2024
Q2 		$674K Sell
2,189
-2
-0.1% -$592 0.08% 128
2024
Q1 		$682K Sell
2,191
-330
-13% -$97.6K 0.08% 128
2023
Q4 		$687K Buy
2,521
+66
+3% +$17K 0.1% 110
2023
Q3 		$575K Sell
2,455
-34
-1% -$7.96K 0.1% 112
2023
Q2 		$584K Sell
2,489
-56
-2% -$12.2K 0.1% 107
2023
Q1 		$535K Sell
2,545
-6
-0.2% -$1.14K 0.09% 110
2022
Q4 		$410K Hold
2,551
– – 0.08% 129
2022
Q3 		$417K Sell
2,551
-63
-2% -$10.8K 0.08% 120
2022
Q2 		$392K Sell
2,614
-965
-27% -$146K 0.07% 124
2022
Q1 		$589K Buy
3,579
+639
+22% +$98K 0.25% 72
2021
Q4 		$548K Buy
+2,940
New +$512K 0.24% 79

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CDNS Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Cadence Design Systems (CDNS) stake by 1.4% in Q2 2026, buying an estimated $10.9K and bringing the position to 2,221 shares worth $834K. The position accounts for 0.05% of the portfolio, ranked #175.

Guardian Wealth Advisors (North Carolina) 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.

  • Guardian Wealth Advisors (North Carolina) held 2,221 shares of Cadence Design Systems worth $834K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 31 Cadence Design Systems shares in Q2 2026, an estimated $10.9K.
  • Cadence Design Systems made up 0.05% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #175 holding.
  • Guardian Wealth Advisors (North Carolina) 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.