Kestra Advisory Services’s Cadence Design Systems CDNS Stock Holding History

Kestra Advisory Services’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 Q1	$1.3M	Sell	4,662 -3,394	-42%	-$1.01M	﹤0.01%	1558
2025 Q4	$2.52M	Sell	8,056 -358	-4%	-$117K	0.01%	1087
2025 Q3	$2.96M	Buy	8,414 +187	+2%	+$64.3K	0.01%	947
2025 Q2	$2.54M	Buy	8,227 +154	+2%	+$44.8K	0.01%	961
2025 Q1	$2.05M	Sell	8,073 -1,585	-16%	-$441K	0.01%	974
2024 Q4	$2.9M	Buy	9,658 +842	+10%	+$245K	0.02%	813
2024 Q3	$2.39M	Sell	8,816 -1,909	-18%	-$528K	0.01%	871
2024 Q2	$3.3M	Sell	10,725 -503	-4%	-$149K	0.02%	741
2024 Q1	$3.5M	Buy	11,228 +825	+8%	+$244K	0.02%	649
2023 Q4	$2.83M	Buy	10,403 +851	+9%	+$219K	0.02%	652
2023 Q3	$2.24M	Buy	9,552 +1,856	+24%	+$434K	0.02%	641
2023 Q2	$1.8M	Buy	7,696 +1,110	+17%	+$242K	0.02%	713
2023 Q1	$1.38M	Sell	6,586 -3,908	-37%	-$739K	0.02%	793
2022 Q4	$1.69M	Buy	10,494 +2,218	+27%	+$355K	0.02%	816
2022 Q3	$1.35M	Sell	8,276 -1,019	-11%	-$175K	0.01%	827
2022 Q2	$1.4M	Buy	9,295 +2,158	+30%	+$326K	0.01%	815
2022 Q1	$1.17M	Sell	7,137 -1,097	-13%	-$168K	0.01%	888
2021 Q4	$1.53M	Buy	8,234 +80	+1%	+$13.9K	0.02%	790
2021 Q3	$1.24M	Buy	8,154 +903	+12%	+$138K	0.01%	905
2021 Q2	$992K	Buy	7,251 +1,083	+18%	+$143K	0.01%	946
2021 Q1	$845K	Buy	6,168 +3,414	+124%	+$458K	0.01%	954
2020 Q4	$372K	Buy	2,754 +2,724	+9,080%	+$320K	﹤0.01%	1354
2020 Q3	$234K	Buy	+30	New	+$3.16K	﹤0.01%	1217

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kestra Advisory Services's CDNS Position: Q1 2026 in Review

Kestra Advisory Services reduced its Cadence Design Systems (CDNS) stake by 42% in Q1 2026, selling an estimated $1.01M and leaving 4,662 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Kestra Advisory Services first reported a position in CDNS in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.5M in Q1 2024. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Kestra Advisory Services held 4,662 shares of Cadence Design Systems worth $1.3M as of Q1 2026.
Kestra Advisory Services sold 3,394 Cadence Design Systems shares in Q1 2026, an estimated $1.01M.
Cadence Design Systems made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1558 holding.
Kestra Advisory Services first reported a position in Cadence Design Systems in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's Cadence Design Systems position peaked at $3.5M in Q1 2024.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.