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

Mission 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 		$4.52M Buy
12,056
+6,375
+112% +$2.23M 0.06% 183
2026
Q1 		$1.58M Sell
5,681
-58
-1% -$17.3K 0.03% 250
2025
Q4 		$1.79M Sell
5,739
-282
-5% -$92K 0.04% 230
2025
Q3 		$2.11M Sell
6,021
-142
-2% -$48.9K 0.04% 212
2025
Q2 		$1.9M Buy
6,163
+456
+8% +$133K 0.04% 218
2025
Q1 		$1.45M Buy
5,707
+21
+0.4% +$5.84K 0.04% 230
2024
Q4 		$1.71M Sell
5,686
-759
-12% -$221K 0.04% 205
2024
Q3 		$1.75M Sell
6,445
-29
-0.4% -$8.02K 0.04% 192
2024
Q2 		$1.99M Buy
6,474
+155
+2% +$45.9K 0.05% 174
2024
Q1 		$1.97M Sell
6,319
-269
-4% -$79.6K 0.05% 187
2023
Q4 		$1.79M Buy
6,588
+91
+1% +$23.4K 0.06% 158
2023
Q3 		$1.52M Sell
6,497
-44
-0.7% -$10.3K 0.06% 164
2023
Q2 		$1.53M Sell
6,541
-747
-10% -$163K 0.06% 164
2023
Q1 		$1.53M Sell
7,288
-22
-0.3% -$4.16K 0.06% 164
2022
Q4 		$1.17M Buy
7,310
+55
+0.8% +$8.79K 0.06% 184
2022
Q3 		$1.19M Sell
7,255
-95
-1% -$16.3K 0.06% 165
2022
Q2 		$1.1M Buy
7,350
+923
+14% +$139K 0.06% 179
2022
Q1 		$1.06M Buy
6,427
+840
+15% +$129K 0.05% 194
2021
Q4 		$1.04M Sell
5,587
-160
-3% -$27.9K 0.05% 189
2021
Q3 		$870K Sell
5,747
-225
-4% -$34.3K 0.04% 200
2021
Q2 		$817K Sell
5,972
-19
-0.3% -$2.52K 0.04% 196
2021
Q1 		$821K Buy
5,991
+646
+12% +$86.7K 0.05% 169
2020
Q4 		$729K Buy
5,345
+1,621
+44% +$190K 0.05% 172
2020
Q3 		$397K Buy
3,724
+80
+2% +$8.42K 0.03% 233
2020
Q2 		$350K Buy
3,644
+218
+6% +$18.2K 0.03% 228
2020
Q1 		$226K Sell
3,426
-92
-3% -$6.38K 0.02% 265
2019
Q4 		$244K Buy
3,518
+264
+8% +$17.7K 0.02% 287
2019
Q3 		$215K Sell
3,254
-300
-8% -$21.1K 0.02% 296
2019
Q2 		$252K Buy
3,554
+35
+1% +$2.34K 0.03% 261
2019
Q1 		$223K Buy
+3,519
New +$186K 0.03% 289

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

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

Mission Wealth Management increased its Cadence Design Systems (CDNS) stake by 112% in Q2 2026, buying an estimated $2.23M and bringing the position to 12,056 shares worth $4.52M. The position accounts for 0.06% of the portfolio, ranked #183.

Mission Wealth Management first reported a position in CDNS in Q1 2019 and has held it in 30 quarters since. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Mission Wealth Management held 12,056 shares of Cadence Design Systems worth $4.52M as of Q2 2026.
  • Mission Wealth Management bought 6,375 Cadence Design Systems shares in Q2 2026, an estimated $2.23M.
  • Cadence Design Systems made up 0.06% of Mission Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Mission Wealth Management first reported a position in Cadence Design Systems in Q1 2019 and has held it in 30 quarters since.
  • 1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.