Mount Yale Investment Advisors’s Cadence Design Systems CDNS Stock Holding History

Mount Yale Investment Advisors’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	$1.38M	Sell	3,689 -97	-3%	-$34K	0.03%	506
2026 Q1	$1.05M	Sell	3,786 -64	-2%	-$19.1K	0.02%	500
2025 Q4	$1.2M	Buy	3,850 +1,650	+75%	+$538K	0.06%	288
2025 Q3	$773K	Buy	2,200 +2,159	+5,266%	+$743K	0.05%	328
2025 Q2	$12.6K	Sell	41 -1,467	-97%	-$427K	﹤0.01%	1110
2025 Q1	$384K	Sell	1,508 -325	-18%	-$90.4K	0.03%	379
2024 Q4	$551K	Buy	1,833 +920	+101%	+$267K	0.04%	327
2024 Q3	$247K	Sell	913 -936	-51%	-$259K	0.02%	485
2024 Q2	$569K	Buy	1,849 +828	+81%	+$245K	0.05%	316
2024 Q1	$318K	Buy	+1,021	New	+$302K	0.02%	437

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

Mount Yale Investment Advisors's CDNS Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Cadence Design Systems (CDNS) stake by 2.6% in Q2 2026, selling an estimated $34K and leaving 3,689 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #506.

Mount Yale Investment Advisors first reported a position in CDNS in Q1 2024 and has held it in 10 quarters since. 1,508 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Mount Yale Investment Advisors held 3,689 shares of Cadence Design Systems worth $1.38M as of Q2 2026.
Mount Yale Investment Advisors sold 97 Cadence Design Systems shares in Q2 2026, an estimated $34K.
Cadence Design Systems made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #506 holding.
Mount Yale Investment Advisors first reported a position in Cadence Design Systems in Q1 2024 and has held it in 10 quarters since.
1,508 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.