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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$999K Buy
2,663
+1,239
+87% +$434K 0.54% 51
2026
Q1
$396K Sell
1,424
-9
-0.6% -$2.69K 0.25% 79
2025
Q4
$448K Buy
+1,433
New +$468K 0.28% 68

Other funds holding CDNS

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

Invera Wealth Advisors increased its Cadence Design Systems (CDNS) stake by 87% in Q2 2026, buying an estimated $434K and bringing the position to 2,663 shares worth $999K. The position accounts for 0.54% of the portfolio, ranked #51.

Invera Wealth Advisors first reported a position in CDNS in Q4 2025 and has held it in 3 quarters since. 1,506 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Invera Wealth Advisors held 2,663 shares of Cadence Design Systems worth $999K as of Q2 2026.
  • Invera Wealth Advisors bought 1,239 Cadence Design Systems shares in Q2 2026, an estimated $434K.
  • Cadence Design Systems made up 0.54% of Invera Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Invera Wealth Advisors first reported a position in Cadence Design Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

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