Laurel Oak Wealth Management’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
$218K Buy
+580
New +$203K 0.03% 351
2026
Q1
Sell
-958
Closed -$299K 367
2025
Q4
$299K Buy
+958
New +$313K 0.05% 266

Other funds holding CDNS

Laurel Oak Wealth Management's CDNS Position: Q2 2026 in Review

Laurel Oak Wealth Management opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 580 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #351 among its holdings. This is a return to the name: Laurel Oak Wealth Management previously reported a position in CDNS as recently as Q4 2025.

Laurel Oak Wealth Management first reported a position in CDNS in Q4 2025 and has held it in 2 quarters since. The position peaked at $299K in Q4 2025. 836 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Laurel Oak Wealth Management held 580 shares of Cadence Design Systems worth $218K as of Q2 2026.
  • Cadence Design Systems was a new Laurel Oak Wealth Management position in Q2 2026.
  • Cadence Design Systems made up 0.03% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #351 holding.
  • Laurel Oak Wealth Management first reported a position in Cadence Design Systems in Q4 2025 and has held it in 2 quarters since.
  • Laurel Oak Wealth Management's Cadence Design Systems position peaked at $299K in Q4 2025.
  • 836 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.