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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$878K Buy
2,339
+462
+25% +$162K 0.01% 551
2026
Q1
$526K Buy
1,877
+523
+39% +$156K 0.01% 566
2025
Q4
$423K Buy
1,354
+285
+27% +$93K 0.01% 573
2025
Q3
$375K Sell
1,069
-49
-4% -$16.9K 0.01% 577
2025
Q2
$345K Buy
1,118
+253
+29% +$73.6K 0.01% 574
2025
Q1
$220K Buy
+865
New +$241K 0.01% 621

Other funds holding CDNS

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

Modern Wealth Management increased its Cadence Design Systems (CDNS) stake by 25% in Q2 2026, buying an estimated $162K and bringing the position to 2,339 shares worth $878K. The position accounts for 0.01% of the portfolio, ranked #551.

Modern Wealth Management first reported a position in CDNS in Q1 2025 and has held it in 6 quarters since. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Modern Wealth Management held 2,339 shares of Cadence Design Systems worth $878K as of Q2 2026.
  • Modern Wealth Management bought 462 Cadence Design Systems shares in Q2 2026, an estimated $162K.
  • Cadence Design Systems made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #551 holding.
  • Modern Wealth Management first reported a position in Cadence Design Systems in Q1 2025 and has held it in 6 quarters since.
  • 1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

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