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Kestra Private Wealth Services’s Cadence Design Systems CDNS Stock Holding History

Kestra Private Wealth 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
Q2 		$6.72M Sell
17,896
-153
-0.8% -$53.6K 0.07% 273
2026
Q1 		$5.02M Buy
18,049
+674
+4% +$201K 0.06% 321
2025
Q4 		$5.43M Buy
17,375
+469
+3% +$153K 0.07% 294
2025
Q3 		$5.94M Sell
16,906
-8
-0% -$2.75K 0.08% 268
2025
Q2 		$5.21M Buy
16,914
+733
+5% +$213K 0.07% 266
2025
Q1 		$4.12M Buy
16,181
+49
+0.3% +$13.6K 0.07% 288
2024
Q4 		$4.85M Buy
16,132
+1,375
+9% +$400K 0.08% 251
2024
Q3 		$4M Sell
14,757
-1,379
-9% -$381K 0.07% 271
2024
Q2 		$4.97M Buy
16,136
+2,115
+15% +$626K 0.1% 220
2024
Q1 		$4.36M Buy
14,021
+2,154
+18% +$637K 0.1% 225
2023
Q4 		$3.23M Buy
11,867
+2,721
+30% +$701K 0.08% 251
2023
Q3 		$2.14M Buy
9,146
+6,745
+281% +$1.58M 0.07% 295
2023
Q2 		$563K Buy
2,401
+488
+26% +$106K 0.02% 597
2023
Q1 		$402K Sell
1,913
-39
-2% -$7.38K 0.02% 665
2022
Q4 		$314K Sell
1,952
-2,607
-57% -$417K 0.02% 657
2022
Q3 		$745K Sell
4,559
-119
-3% -$20.5K 0.04% 396
2022
Q2 		$702K Sell
4,678
-123
-3% -$18.6K 0.04% 409
2022
Q1 		$790K Buy
4,801
+53
+1% +$8.13K 0.04% 434
2021
Q4 		$885K Buy
4,748
+3,107
+189% +$542K 0.04% 424
2021
Q3 		$249K Buy
+1,641
New +$250K 0.01% 778

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

Kestra Private Wealth Services's CDNS Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Cadence Design Systems (CDNS) stake by 0.85% in Q2 2026, selling an estimated $53.6K and leaving 17,896 shares worth $6.72M. The position accounts for 0.07% of the portfolio, ranked #273.

Kestra Private Wealth Services first reported a position in CDNS in Q3 2021 and has held it in 20 quarters since. 1,509 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Kestra Private Wealth Services held 17,896 shares of Cadence Design Systems worth $6.72M as of Q2 2026.
  • Kestra Private Wealth Services sold 153 Cadence Design Systems shares in Q2 2026, an estimated $53.6K.
  • Cadence Design Systems made up 0.07% of Kestra Private Wealth Services's portfolio in Q2 2026, its #273 holding.
  • Kestra Private Wealth Services first reported a position in Cadence Design Systems in Q3 2021 and has held it in 20 quarters since.
  • 1,509 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.