Lodestone 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
$39.8K Sell
106
-5
-5% -$1.75K 0.01% 330
2026
Q1
$30.8K Buy
111
+14
+14% +$4.18K 0.01% 351
2025
Q4
$30.3K Buy
+97
New +$31.7K 0.01% 351

Other funds holding CDNS

Lodestone Wealth Management's CDNS Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Cadence Design Systems (CDNS) stake by 4.5% in Q2 2026, selling an estimated $1.75K and leaving 106 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #330.

Lodestone Wealth Management first reported a position in CDNS in Q4 2025 and has held it in 3 quarters since. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Lodestone Wealth Management held 106 shares of Cadence Design Systems worth $39.8K as of Q2 2026.
  • Lodestone Wealth Management sold 5 Cadence Design Systems shares in Q2 2026, an estimated $1.75K.
  • Cadence Design Systems made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #330 holding.
  • Lodestone Wealth Management first reported a position in Cadence Design Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.