Morling Financial Advisors’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
$226K Buy
+601
New +$211K 0.06% 76
2025
Q4
Sell
-600
Closed -$211K 107
2025
Q3
$211K Buy
+600
New +$206K 0.07% 68
2025
Q1
Sell
-667
Closed -$200K 125
2024
Q4
$200K Buy
+667
New +$194K 0.07% 70

Other funds holding CDNS

Morling Financial Advisors's CDNS Position: Q2 2026 in Review

Morling Financial Advisors opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 601 shares worth $226K. The stake represents 0.06% of the portfolio and ranks #76 among its holdings. This is a return to the name: Morling Financial Advisors previously reported a position in CDNS as recently as Q3 2025.

Morling Financial Advisors first reported a position in CDNS in Q4 2024 and has held it in 3 quarters since. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Morling Financial Advisors held 601 shares of Cadence Design Systems worth $226K as of Q2 2026.
  • Cadence Design Systems was a new Morling Financial Advisors position in Q2 2026.
  • Cadence Design Systems made up 0.06% of Morling Financial Advisors's portfolio in Q2 2026, its #76 holding.
  • Morling Financial Advisors first reported a position in Cadence Design Systems in Q4 2024 and has held it in 3 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.