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Outlook Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Outlook Wealth 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 		$426K Sell
1,135
-16
-1% -$5.61K 0.09% 202
2026
Q1 		$320K Sell
1,151
-7
-0.6% -$2.09K 0.08% 242
2025
Q4 		$362K Sell
1,158
-17
-1% -$5.55K 0.08% 204
2025
Q3 		$413K Sell
1,175
-408
-26% -$140K 0.1% 177
2025
Q2 		$488K Sell
1,583
-34
-2% -$9.89K 0.13% 147
2025
Q1 		$411K Buy
1,617
+12
+0.7% +$3.34K 0.11% 168
2024
Q4 		$482K Buy
1,605
+391
+32% +$114K 0.14% 138
2024
Q3 		$329K Sell
1,214
-2,600
-68% -$719K 0.09% 209
2024
Q2 		$1.17M Sell
3,814
-147
-4% -$43.5K 0.37% 53
2024
Q1 		$1.23M Sell
3,961
-77
-2% -$22.8K 0.38% 53
2023
Q4 		$1.1M Sell
4,038
-468
-10% -$121K 0.38% 56
2023
Q3 		$1.06M Buy
4,506
+227
+5% +$53.1K 0.4% 55
2023
Q2 		$1M Sell
4,279
-1,544
-27% -$336K 0.38% 58
2023
Q1 		$1.22M Sell
5,823
-92
-2% -$17.4K 0.54% 46
2022
Q4 		$950K Sell
5,915
-183
-3% -$29.3K 0.45% 52
2022
Q3 		$997K Sell
6,098
-98
-2% -$16.9K 0.45% 53
2022
Q2 		$930K Buy
6,196
+50
+0.8% +$7.55K 0.38% 62
2022
Q1 		$1.01M Buy
6,146
+489
+9% +$75K 0.34% 71
2021
Q4 		$1.05M Buy
5,657
+15
+0.3% +$2.62K 0.31% 69
2021
Q3 		$854K Buy
5,642
+69
+1% +$10.5K 0.28% 91
2021
Q2 		$762K Buy
5,573
+369
+7% +$48.9K 0.24% 99
2021
Q1 		$713K Buy
5,204
+1,596
+44% +$214K 0.25% 94
2020
Q4 		$492K Buy
3,608
+158
+5% +$18.5K 0.18% 130
2020
Q3 		$368K Buy
3,450
+479
+16% +$50.4K 0.15% 134
2020
Q2 		$285K Buy
+2,971
New +$249K 0.12% 145

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Outlook Wealth Advisors's CDNS Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Cadence Design Systems (CDNS) stake by 1.4% in Q2 2026, selling an estimated $5.61K and leaving 1,135 shares worth $426K. The position accounts for 0.09% of the portfolio, ranked #202.

Outlook Wealth Advisors first reported a position in CDNS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.23M in Q1 2024. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Outlook Wealth Advisors held 1,135 shares of Cadence Design Systems worth $426K as of Q2 2026.
  • Outlook Wealth Advisors sold 16 Cadence Design Systems shares in Q2 2026, an estimated $5.61K.
  • Cadence Design Systems made up 0.09% of Outlook Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • Outlook Wealth Advisors first reported a position in Cadence Design Systems in Q2 2020 and has held it in 25 quarters since.
  • Outlook Wealth Advisors's Cadence Design Systems position peaked at $1.23M in Q1 2024.
  • 1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.