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

Lloyd 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 Q2	$1.13K	Hold	3	–	–	﹤0.01%	559
2026 Q1	$834	Sell	3 -50	-94%	-$14.9K	﹤0.01%	750
2025 Q4	$16.6K	Buy	+53	New	+$17.3K	0.01%	353
2022 Q1	–	Sell	-297	Closed	-$55K	–	607
2021 Q4	$55K	Hold	297	–	–	0.03%	194
2021 Q3	$45K	Sell	297 -19	-6%	-$2.9K	0.02%	170
2021 Q2	$43K	Hold	316	–	–	0.02%	169
2021 Q1	$43K	Buy	316 +3	+1%	+$403	0.02%	148
2020 Q4	$43K	Hold	313	–	–	0.02%	124
2020 Q3	$33K	Buy	313 +42	+15%	+$4.42K	0.02%	128
2020 Q2	$26K	Buy	+271	New	+$22.7K	0.02%	150

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

Lloyd Advisory Services's CDNS Position: Q2 2026 in Review

Lloyd Advisory Services held its Cadence Design Systems (CDNS) position steady in Q2 2026 at 3 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Lloyd Advisory Services first reported a position in CDNS in Q2 2020 and has held it in 10 quarters since. The position peaked at $55K in Q4 2021. 1,493 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Lloyd Advisory Services held 3 shares of Cadence Design Systems worth $1.13K as of Q2 2026.
Lloyd Advisory Services left its Cadence Design Systems share count unchanged in Q2 2026.
Cadence Design Systems made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #559 holding.
Lloyd Advisory Services first reported a position in Cadence Design Systems in Q2 2020 and has held it in 10 quarters since.
Lloyd Advisory Services's Cadence Design Systems position peaked at $55K in Q4 2021.
1,493 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.