Merit Financial Group’s Cadence Design Systems CDNS Stock Holding History

Merit Financial Group’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	$6.47M	Buy	17,236 +5,396	+46%	+$1.89M	0.04%	363
2026 Q1	$3.29M	Buy	11,840 +5,214	+79%	+$1.56M	0.02%	512
2025 Q4	$2.07M	Buy	6,626 +1,129	+21%	+$368K	0.02%	634
2025 Q3	$1.93M	Buy	5,497 +389	+8%	+$134K	0.02%	586
2025 Q2	$1.57M	Buy	5,108 +1,943	+61%	+$565K	0.02%	604
2025 Q1	$805K	Buy	3,165 +946	+43%	+$263K	0.01%	735
2024 Q4	$667K	Buy	+2,219	New	+$645K	0.01%	623
2024 Q3	–	Sell	-1,177	Closed	-$362K	–	845
2024 Q2	$362K	Sell	1,177 -12	-1%	-$3.55K	0.01%	662
2024 Q1	$335K	Sell	1,189 -1,619	-58%	-$479K	0.01%	668
2023 Q4	$765K	Buy	2,808 +1,701	+154%	+$438K	0.02%	380
2023 Q3	$259K	Sell	1,107 -1,080	-49%	-$253K	0.01%	630
2023 Q2	$513K	Buy	2,187 +1,003	+85%	+$218K	0.02%	467
2023 Q1	$249K	Buy	+1,184	New	+$224K	0.01%	551

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

Merit Financial Group's CDNS Position: Q2 2026 in Review

Merit Financial Group increased its Cadence Design Systems (CDNS) stake by 46% in Q2 2026, buying an estimated $1.89M and bringing the position to 17,236 shares worth $6.47M. The position accounts for 0.04% of the portfolio, ranked #363.

Merit Financial Group first reported a position in CDNS in Q1 2023 and has held it in 13 quarters since. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Merit Financial Group held 17,236 shares of Cadence Design Systems worth $6.47M as of Q2 2026.
Merit Financial Group bought 5,396 Cadence Design Systems shares in Q2 2026, an estimated $1.89M.
Cadence Design Systems made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #363 holding.
Merit Financial Group first reported a position in Cadence Design Systems in Q1 2023 and has held it in 13 quarters since.
1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.