Pacific Excel Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Pacific Excel 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	$227K	Buy	+604	New	+$212K	0.09%	200

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 $3.37T AUM 44.26% 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

Pacific Excel Wealth Advisors's CDNS Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 604 shares worth $227K. The stake represents 0.09% of the portfolio and ranks #200 among its holdings.

1,499 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Pacific Excel Wealth Advisors held 604 shares of Cadence Design Systems worth $227K as of Q2 2026.
Cadence Design Systems was a new Pacific Excel Wealth Advisors position in Q2 2026.
Cadence Design Systems made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #200 holding.
1,499 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.