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

Monte 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	$1.43M	Sell	4,212 -1,135	-21%	-$398K	0.46%	63
2026 Q1	$1.49M	Buy	5,347 +829	+18%	+$247K	0.53%	62
2025 Q4	$1.41M	Sell	4,518 -2	-0%	-$653	0.53%	58
2025 Q3	$1.59M	Sell	4,520 -25	-0.6%	-$8.6K	0.58%	48
2025 Q2	$1.4M	Buy	4,545 +28	+0.6%	+$8.14K	0.54%	55
2025 Q1	$1.18M	Buy	4,517 +2,751	+156%	+$765K	0.51%	54
2024 Q4	$531K	Buy	1,766 +9	+0.5%	+$2.62K	0.23%	71
2024 Q3	$476K	Buy	+1,757	New	+$486K	0.2%	73

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 $3.38T AUM 44.17% 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

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

Monte Financial Group reduced its Cadence Design Systems (CDNS) stake by 21% in Q2 2026, selling an estimated $398K and leaving 4,212 shares worth $1.43M. The position accounts for 0.46% of the portfolio, ranked #63.

Monte Financial Group first reported a position in CDNS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.59M in Q3 2025. 1,509 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Monte Financial Group held 4,212 shares of Cadence Design Systems worth $1.43M as of Q2 2026.
Monte Financial Group sold 1,135 Cadence Design Systems shares in Q2 2026, an estimated $398K.
Cadence Design Systems made up 0.46% of Monte Financial Group's portfolio in Q2 2026, its #63 holding.
Monte Financial Group first reported a position in Cadence Design Systems in Q3 2024 and has held it in 8 quarters since.
Monte Financial Group's Cadence Design Systems position peaked at $1.59M in Q3 2025.
1,509 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.