Loring Wolcott & Coolidge Fiduciary Advisors’s Cadence Design Systems CDNS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$700K	Buy	1,864 +341	+22%	+$119K	0.01%	210
2026 Q1	$405K	Buy	1,523 +6	+0.4%	+$1.79K	﹤0.01%	255
2025 Q4	$483K	Buy	1,517 +445	+42%	+$145K	﹤0.01%	244
2025 Q3	$362K	Hold	1,072	–	–	﹤0.01%	271
2025 Q2	$330K	Hold	1,072	–	–	﹤0.01%	238
2025 Q1	$285K	Buy	1,072 +40	+4%	+$11.1K	﹤0.01%	241
2024 Q4	$299K	Hold	1,032	–	–	﹤0.01%	243
2024 Q3	$259K	Buy	1,032 +21	+2%	+$5.81K	﹤0.01%	254
2024 Q2	$315K	Hold	1,011	–	–	﹤0.01%	231
2024 Q1	$288K	Buy	+1,011	New	+$299K	﹤0.01%	239
2022 Q2	–	Sell	-42	Closed	-$7K	–	636
2022 Q1	$7K	Hold	42	–	–	﹤0.01%	563
2021 Q4	$8K	Hold	42	–	–	﹤0.01%	625
2021 Q3	$6K	Hold	42	–	–	﹤0.01%	639
2021 Q2	$6K	Buy	+42	New	+$5.57K	﹤0.01%	710
2021 Q1	–	Sell	-42	Closed	-$6K	–	375
2020 Q4	$6K	Hold	42	–	–	﹤0.01%	664
2020 Q3	$4K	Hold	42	–	–	﹤0.01%	548
2020 Q2	$4K	Hold	42	–	–	﹤0.01%	542
2020 Q1	$3K	Hold	42	–	–	﹤0.01%	601
2019 Q4	$3K	Hold	42	–	–	﹤0.01%	626
2019 Q3	$3K	Hold	42	–	–	﹤0.01%	622
2019 Q2	$3K	Hold	42	–	–	﹤0.01%	640
2019 Q1	$3K	Hold	42	–	–	﹤0.01%	616
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	625
2018 Q3	$2K	Hold	42	–	–	﹤0.01%	598
2018 Q2	$2K	Hold	42	–	–	﹤0.01%	608
2018 Q1	$2K	Hold	42	–	–	﹤0.01%	656
2017 Q4	$2K	Hold	42	–	–	﹤0.01%	641
2017 Q3	$2K	Buy	+42	New	+$1.55K	﹤0.01%	636

Other funds holding CDNS

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CDNS Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Cadence Design Systems (CDNS) stake by 22% in Q2 2026, buying an estimated $119K and bringing the position to 1,864 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #210.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CDNS in Q3 2017 and has held it in 28 quarters since. 780 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,864 shares of Cadence Design Systems worth $700K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 341 Cadence Design Systems shares in Q2 2026, an estimated $119K.
Cadence Design Systems made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #210 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Cadence Design Systems in Q3 2017 and has held it in 28 quarters since.
780 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.