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HB Wealth Management’s Cadence Design Systems CDNS Stock Holding History

HB Wealth Management’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 		$5.32M Sell
14,182
-865
-6% -$303K 0.03% 265
2026
Q1 		$4.18M Sell
15,047
-4,186
-22% -$1.25M 0.03% 281
2025
Q4 		$6.01M Sell
19,233
-46
-0.2% -$15K 0.04% 230
2025
Q3 		$6.77M Buy
19,279
+920
+5% +$317K 0.05% 208
2025
Q2 		$5.66M Buy
18,359
+184
+1% +$53.5K 0.05% 210
2025
Q1 		$4.62M Buy
18,175
+13,635
+300% +$3.79M 0.04% 243
2024
Q4 		$1.36M Buy
4,540
+811
+22% +$236K 0.01% 360
2024
Q3 		$1.01M Buy
3,729
+304
+9% +$84K 0.01% 396
2024
Q2 		$1.05M Buy
3,425
+335
+11% +$99.2K 0.01% 361
2024
Q1 		$962K Buy
3,090
+274
+10% +$81K 0.01% 360
2023
Q4 		$767K Buy
2,816
+220
+8% +$56.7K 0.01% 366
2023
Q3 		$608K Buy
2,596
+876
+51% +$205K 0.01% 390
2023
Q2 		$403K Buy
1,720
+92
+6% +$20K 0.01% 471
2023
Q1 		$342K Buy
1,628
+301
+23% +$56.9K 0.01% 501
2022
Q4 		$213K Buy
+1,327
New +$212K ﹤0.01% 631

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

HB Wealth Management's CDNS Position: Q2 2026 in Review

HB Wealth Management reduced its Cadence Design Systems (CDNS) stake by 5.7% in Q2 2026, selling an estimated $303K and leaving 14,182 shares worth $5.32M. The position accounts for 0.03% of the portfolio, ranked #265.

HB Wealth Management first reported a position in CDNS in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.77M in Q3 2025. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • HB Wealth Management held 14,182 shares of Cadence Design Systems worth $5.32M as of Q2 2026.
  • HB Wealth Management sold 865 Cadence Design Systems shares in Q2 2026, an estimated $303K.
  • Cadence Design Systems made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #265 holding.
  • HB Wealth Management first reported a position in Cadence Design Systems in Q4 2022 and has held it in 15 quarters since.
  • HB Wealth Management's Cadence Design Systems position peaked at $6.77M in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.