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Phillips Wealth Planners’s Cadence Design Systems CDNS Stock Holding History

Phillips Wealth Planners’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 		$225K Buy
606
+2
+0.3% +$701 0.17% 201
2026
Q1 		$220K Sell
604
-35
-5% -$10.4K 0.17% 195
2025
Q4 		$201K Buy
639
+20
+3% +$6.53K 0.16% 186
2025
Q3 		$219K Buy
+619
New +$213K 0.18% 185

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 $3.38T AUM 44.17% 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

Phillips Wealth Planners's CDNS Position: Q2 2026 in Review

Phillips Wealth Planners increased its Cadence Design Systems (CDNS) stake by 0.33% in Q2 2026, buying an estimated $701 and bringing the position to 606 shares worth $225K. The position accounts for 0.17% of the portfolio, ranked #201.

Phillips Wealth Planners first reported a position in CDNS in Q3 2025 and has held it in 4 quarters since. 1,509 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Phillips Wealth Planners held 606 shares of Cadence Design Systems worth $225K as of Q2 2026.
  • Phillips Wealth Planners bought 2 Cadence Design Systems shares in Q2 2026, an estimated $701.
  • Cadence Design Systems made up 0.17% of Phillips Wealth Planners's portfolio in Q2 2026, its #201 holding.
  • Phillips Wealth Planners first reported a position in Cadence Design Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,509 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.