Institute for Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Institute for 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	$20.6K	Buy	+55	New	+$19.3K	﹤0.01%	1124

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Institute for Wealth Management's CDNS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 55 shares worth $20.6K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings.

903 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Institute for Wealth Management held 55 shares of Cadence Design Systems worth $20.6K as of Q2 2026.
Cadence Design Systems was a new Institute for Wealth Management position in Q2 2026.
Cadence Design Systems made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1124 holding.
903 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.