Kingswood 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
$341K Sell
908
-28
-3% -$9.81K 0.01% 730
2026
Q1
$260K Sell
936
-58
-6% -$17.3K 0.01% 772
2025
Q4
$311K Buy
994
+51
+5% +$16.6K 0.02% 668
2025
Q3
$331K Sell
943
-220
-19% -$75.7K 0.02% 591
2025
Q2
$358K Buy
1,163
+88
+8% +$25.6K 0.03% 516
2025
Q1
$273K Buy
1,075
+82
+8% +$22.8K 0.03% 578
2024
Q4
$298K Sell
993
-6,509
-87% -$1.89M 0.02% 608
2024
Q3
$2.03M Sell
7,502
-64
-0.8% -$17.7K 0.15% 162
2024
Q2
$2.33M Sell
7,566
-67
-0.9% -$19.8K 0.21% 104
2024
Q1
$2.38M Sell
7,633
-6
-0.1% -$1.77K 0.27% 81
2023
Q4
$2.08M Sell
7,639
-915
-11% -$236K 0.24% 95
2023
Q3
$2M Buy
+8,554
New +$2M 0.34% 76

Other funds holding CDNS

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

Kingswood Wealth Advisors reduced its Cadence Design Systems (CDNS) stake by 3% in Q2 2026, selling an estimated $9.81K and leaving 908 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #730.

Kingswood Wealth Advisors first reported a position in CDNS in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.38M in Q1 2024. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Kingswood Wealth Advisors held 908 shares of Cadence Design Systems worth $341K as of Q2 2026.
  • Kingswood Wealth Advisors sold 28 Cadence Design Systems shares in Q2 2026, an estimated $9.81K.
  • Cadence Design Systems made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #730 holding.
  • Kingswood Wealth Advisors first reported a position in Cadence Design Systems in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Cadence Design Systems position peaked at $2.38M in Q1 2024.
  • 1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.