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Heritage Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Heritage Wealth Advisors’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 		$2.25K Sell
6
-1,022
-99% -$358K ﹤0.01% 629
2026
Q1 		$286K Sell
1,028
-7,002
-87% -$2.09M 0.01% 176
2025
Q4 		$2.51M Buy
+8,030
New +$2.62M 0.1% 57

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 $3.38T AUM 44.17% 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

Heritage Wealth Advisors's CDNS Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its Cadence Design Systems (CDNS) stake by 99% in Q2 2026, selling an estimated $358K and leaving 6 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Heritage Wealth Advisors first reported a position in CDNS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.51M in Q4 2025. 1,509 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Heritage Wealth Advisors held 6 shares of Cadence Design Systems worth $2.25K as of Q2 2026.
  • Heritage Wealth Advisors sold 1,022 Cadence Design Systems shares in Q2 2026, an estimated $358K.
  • Cadence Design Systems made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #629 holding.
  • Heritage Wealth Advisors first reported a position in Cadence Design Systems in Q4 2025 and has held it in 3 quarters since.
  • Heritage Wealth Advisors's Cadence Design Systems position peaked at $2.51M in Q4 2025.
  • 1,509 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.