Meridian Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Meridian Wealth Management’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	$2.42M	Sell	6,437 -101	-2%	-$35.4K	0.07%	228
2026 Q1	$1.82M	Sell	6,538 -307	-4%	-$91.6K	0.06%	239
2025 Q4	$2.14M	Buy	6,845 +340	+5%	+$111K	0.08%	218
2025 Q3	$2.29M	Sell	6,505 -314	-5%	-$108K	0.09%	196
2025 Q2	$2.1M	Sell	6,819 -160	-2%	-$46.5K	0.09%	197
2025 Q1	$1.78M	Sell	6,979 -426	-6%	-$118K	0.09%	197
2024 Q4	$2.22M	Buy	7,405 +91	+1%	+$26.5K	0.11%	178
2024 Q3	$1.98M	Buy	+7,314	New	+$2.02M	0.1%	181
2024 Q2	–	Sell	-7,854	Closed	-$2.44M	–	322
2024 Q1	$2.44M	Buy	7,854 +14	+0.2%	+$4.14K	0.41%	48
2023 Q4	$2.14M	Sell	7,840 -6,890	-47%	-$1.78M	0.14%	168
2023 Q3	$3.45M	Buy	14,730 +7,067	+92%	+$1.65M	0.21%	96
2023 Q2	$1.8M	Sell	7,663 -1	-0%	-$218	0.15%	128
2023 Q1	$1.61M	Sell	7,664 -4	-0.1%	-$757	0.14%	147
2022 Q4	$1.23M	Buy	7,668 +76	+1%	+$12.1K	0.12%	165
2022 Q3	$1.24M	Sell	7,592 -8,028	-51%	-$1.38M	0.13%	160
2022 Q2	$2.34M	Buy	+15,620	New	+$2.36M	0.19%	134

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Meridian Wealth Management reduced its Cadence Design Systems (CDNS) stake by 1.5% in Q2 2026, selling an estimated $35.4K and leaving 6,437 shares worth $2.42M. The position accounts for 0.07% of the portfolio, ranked #228.

Meridian Wealth Management first reported a position in CDNS in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.45M in Q3 2023. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Meridian Wealth Management held 6,437 shares of Cadence Design Systems worth $2.42M as of Q2 2026.
Meridian Wealth Management sold 101 Cadence Design Systems shares in Q2 2026, an estimated $35.4K.
Cadence Design Systems made up 0.07% of Meridian Wealth Management's portfolio in Q2 2026, its #228 holding.
Meridian Wealth Management first reported a position in Cadence Design Systems in Q2 2022 and has held it in 16 quarters since.
Meridian Wealth Management's Cadence Design Systems position peaked at $3.45M in Q3 2023.
1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.