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McKinley Carter Wealth Services’s Cadence Design Systems CDNS Stock Holding History

McKinley Carter Wealth 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 		$585K Hold
1,558
– – 0.03% 221
2026
Q1 		$433K Buy
+1,558
New +$465K 0.03% 229

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

McKinley Carter Wealth Services's CDNS Position: Q2 2026 in Review

McKinley Carter Wealth Services held its Cadence Design Systems (CDNS) position steady in Q2 2026 at 1,558 shares worth $585K. The position accounts for 0.03% of the portfolio, ranked #221.

McKinley Carter Wealth Services first reported a position in CDNS in Q1 2026 and has held it in 2 quarters since. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • McKinley Carter Wealth Services held 1,558 shares of Cadence Design Systems worth $585K as of Q2 2026.
  • McKinley Carter Wealth Services left its Cadence Design Systems share count unchanged in Q2 2026.
  • Cadence Design Systems made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #221 holding.
  • McKinley Carter Wealth Services first reported a position in Cadence Design Systems in Q1 2026 and has held it in 2 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.