Mowery & Schoenfeld Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Mowery & Schoenfeld 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	$14.6K	Hold	39	–	–	0.02%	212
2026 Q1	$10.8K	Sell	39 -8	-17%	-$2.39K	0.02%	214
2025 Q4	$14.7K	Buy	47 +8	+21%	+$2.61K	0.02%	213
2025 Q3	$13.7K	Sell	39 -6	-13%	-$2.06K	0.02%	197
2025 Q2	$13.9K	Hold	45	–	–	0.02%	195
2025 Q1	$11.4K	Hold	45	–	–	0.02%	259
2024 Q4	$13.5K	Buy	+45	New	+$13.1K	0.03%	200

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CDNS Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Cadence Design Systems (CDNS) position steady in Q2 2026 at 39 shares worth $14.6K. The position accounts for 0.02% of the portfolio, ranked #212.

Mowery & Schoenfeld Wealth Management first reported a position in CDNS in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.7K in Q4 2025. 904 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 39 shares of Cadence Design Systems worth $14.6K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Cadence Design Systems share count unchanged in Q2 2026.
Cadence Design Systems made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #212 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Cadence Design Systems in Q4 2024 and has held it in 7 quarters since.
Mowery & Schoenfeld Wealth Management's Cadence Design Systems position peaked at $14.7K in Q4 2025.
904 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.