Marshall Financial Group (Maryland)’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
$627K Sell
1,670
-524
-24% -$184K 0.09% 195
2026
Q1
$610K Sell
2,194
-55
-2% -$16.4K 0.1% 185
2025
Q4
$703K Sell
2,249
-5,911
-72% -$1.93M 0.14% 179
2025
Q3
$2.87M Buy
8,160
+199
+2% +$68.5K 0.56% 38
2025
Q2
$2.55M Buy
7,961
+3,160
+66% +$919K 0.5% 38
2025
Q1
$1.22M Buy
4,801
+55
+1% +$15.3K 0.27% 84
2024
Q4
$1.43M Buy
4,746
+100
+2% +$29.1K 0.35% 67
2024
Q3
$1.26M Buy
4,646
+33
+0.7% +$9.12K 0.3% 83
2024
Q2
$1.42M Sell
4,613
-43
-0.9% -$12.7K 0.4% 62
2024
Q1
$1.45M Buy
4,656
+264
+6% +$78.1K 0.42% 64
2023
Q4
$1.2M Sell
4,392
-262
-6% -$67.5K 0.39% 65
2023
Q3
$1.09M Buy
4,654
+24
+0.5% +$5.62K 0.39% 62
2023
Q2
$1.09M Buy
4,630
+65
+1% +$14.1K 0.37% 65
2023
Q1
$959K Sell
4,565
-1,742
-28% -$329K 0.34% 72
2022
Q4
$1.01M Buy
6,307
+492
+8% +$78.7K 0.39% 85
2022
Q3
$950K Sell
5,815
-72
-1% -$12.4K 0.4% 71
2022
Q2
$883K Buy
+5,887
New +$889K 0.35% 87

Other funds holding CDNS

Marshall Financial Group (Maryland)'s CDNS Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Cadence Design Systems (CDNS) stake by 24% in Q2 2026, selling an estimated $184K and leaving 1,670 shares worth $627K. The position accounts for 0.09% of the portfolio, ranked #195.

Marshall Financial Group (Maryland) first reported a position in CDNS in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.87M in Q3 2025. 321 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Marshall Financial Group (Maryland) held 1,670 shares of Cadence Design Systems worth $627K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 524 Cadence Design Systems shares in Q2 2026, an estimated $184K.
  • Cadence Design Systems made up 0.09% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #195 holding.
  • Marshall Financial Group (Maryland) first reported a position in Cadence Design Systems in Q2 2022 and has held it in 17 quarters since.
  • Marshall Financial Group (Maryland)'s Cadence Design Systems position peaked at $2.87M in Q3 2025.
  • 321 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.