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Medallion Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Medallion Wealth 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 		$21.4K Buy
57
+1
+2% +$350 0.01% 622
2026
Q1 		$15.6K Sell
56
-197
-78% -$58.8K 0.01% 697
2025
Q4 		$79.1K Hold
253
– – 0.03% 391
2025
Q3 		$88.9K Sell
253
-3
-1% -$1.03K 0.03% 369
2025
Q2 		$79.2K Sell
256
-78
-23% -$22.7K 0.03% 383
2025
Q1 		$86.2K Buy
334
+66
+25% +$18.4K 0.04% 333
2024
Q4 		$77.7K Buy
+268
New +$77.9K 0.04% 340

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

Medallion Wealth Advisors's CDNS Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Cadence Design Systems (CDNS) stake by 1.8% in Q2 2026, buying an estimated $350 and bringing the position to 57 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #622.

Medallion Wealth Advisors first reported a position in CDNS in Q4 2024 and has held it in 7 quarters since. The position peaked at $88.9K in Q3 2025. 1,507 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Medallion Wealth Advisors held 57 shares of Cadence Design Systems worth $21.4K as of Q2 2026.
  • Medallion Wealth Advisors bought 1 Cadence Design Systems share in Q2 2026, an estimated $350.
  • Cadence Design Systems made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #622 holding.
  • Medallion Wealth Advisors first reported a position in Cadence Design Systems in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Cadence Design Systems position peaked at $88.9K in Q3 2025.
  • 1,507 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.