Keudell/Morrison Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Keudell/Morrison 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	$310K	Hold	827	–	–	0.06%	192
2026 Q1	$230K	Sell	827 -275	-25%	-$82K	0.05%	216
2025 Q4	$344K	Buy	+1,102	New	+$360K	0.07%	171
2025 Q2	$345K	Hold	1,120	–	–	0.08%	155
2025 Q1	$285K	Hold	1,120	–	–	0.07%	164
2024 Q4	$337K	Sell	1,120 -3	-0.3%	-$872	0.09%	146
2024 Q3	$304K	Sell	1,123 -16	-1%	-$4.42K	0.08%	160
2024 Q2	$351K	Sell	1,139 -18	-2%	-$5.33K	0.1%	141
2024 Q1	$360K	Sell	1,157 -21	-2%	-$6.21K	0.11%	143
2023 Q4	$321K	Buy	+1,178	New	+$304K	0.11%	144
2022 Q1	–	Sell	-1,091	Closed	-$203K	–	182
2021 Q4	$203K	Buy	+1,091	New	+$190K	0.08%	182

Other funds holding CDNS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Keudell/Morrison Wealth Management's CDNS Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Cadence Design Systems (CDNS) position steady in Q2 2026 at 827 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #192.

Keudell/Morrison Wealth Management first reported a position in CDNS in Q4 2021 and has held it in 11 quarters since. The position peaked at $360K in Q1 2024. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Keudell/Morrison Wealth Management held 827 shares of Cadence Design Systems worth $310K as of Q2 2026.
Keudell/Morrison Wealth Management left its Cadence Design Systems share count unchanged in Q2 2026.
Cadence Design Systems made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #192 holding.
Keudell/Morrison Wealth Management first reported a position in Cadence Design Systems in Q4 2021 and has held it in 11 quarters since.
Keudell/Morrison Wealth Management's Cadence Design Systems position peaked at $360K in Q1 2024.
1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.