Holistic Financial Partners’s Cadence Design Systems CDNS Stock Holding History

Holistic Financial Partners’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	$316K	Sell	842 -128	-13%	-$44.9K	0.19%	72
2026 Q1	$270K	Buy	970 +3	+0.3%	+$895	0.1%	110
2025 Q4	$302K	Sell	967 -24	-2%	-$7.83K	0.11%	95
2025 Q3	$348K	Buy	991 +62	+7%	+$21.3K	0.14%	86
2025 Q2	$286K	Sell	929 -22	-2%	-$6.4K	0.13%	95
2025 Q1	$242K	Buy	951 +2	+0.2%	+$556	0.12%	99
2024 Q4	$285K	Buy	+949	New	+$276K	0.14%	89
2024 Q3	–	Sell	-851	Closed	-$262K	–	124
2024 Q2	$262K	Buy	851 +1	+0.1%	+$296	0.13%	91
2024 Q1	$265K	Buy	850 +15	+2%	+$4.44K	0.13%	94
2023 Q4	$227K	Buy	+835	New	+$215K	0.14%	103
2022 Q2	–	Sell	-1,308	Closed	-$215K	–	97
2022 Q1	$215K	Buy	1,308 +95	+8%	+$14.6K	0.14%	99
2021 Q4	$226K	Buy	+1,213	New	+$211K	0.13%	102

Other funds holding CDNS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Holistic Financial Partners's CDNS Position: Q2 2026 in Review

Holistic Financial Partners reduced its Cadence Design Systems (CDNS) stake by 13% in Q2 2026, selling an estimated $44.9K and leaving 842 shares worth $316K. The position accounts for 0.19% of the portfolio, ranked #72.

Holistic Financial Partners first reported a position in CDNS in Q4 2021 and has held it in 12 quarters since. The position peaked at $348K in Q3 2025. 418 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Holistic Financial Partners held 842 shares of Cadence Design Systems worth $316K as of Q2 2026.
Holistic Financial Partners sold 128 Cadence Design Systems shares in Q2 2026, an estimated $44.9K.
Cadence Design Systems made up 0.19% of Holistic Financial Partners's portfolio in Q2 2026, its #72 holding.
Holistic Financial Partners first reported a position in Cadence Design Systems in Q4 2021 and has held it in 12 quarters since.
Holistic Financial Partners's Cadence Design Systems position peaked at $348K in Q3 2025.
418 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.