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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$72.8K Sell
194
-28
-13% -$9.81K 0.01% 363
2026
Q1
$61.7K Sell
222
-7
-3% -$2.09K 0.01% 361
2025
Q4
$71.6K Sell
229
-96
-30% -$31.3K 0.01% 324
2025
Q3
$114K Buy
325
+53
+19% +$18.2K 0.02% 258
2025
Q2
$83.8K Buy
272
+59
+28% +$17.2K 0.01% 286
2025
Q1
$54.2K Buy
213
+69
+48% +$19.2K 0.01% 319
2024
Q4
$43.3K Buy
+144
New +$41.9K 0.01% 368

Other funds holding CDNS

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

Physician Wealth Advisors reduced its Cadence Design Systems (CDNS) stake by 13% in Q2 2026, selling an estimated $9.81K and leaving 194 shares worth $72.8K. The position accounts for 0.01% of the portfolio, ranked #363.

Physician Wealth Advisors first reported a position in CDNS in Q4 2024 and has held it in 7 quarters since. The position peaked at $114K in Q3 2025. 620 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Physician Wealth Advisors held 194 shares of Cadence Design Systems worth $72.8K as of Q2 2026.
  • Physician Wealth Advisors sold 28 Cadence Design Systems shares in Q2 2026, an estimated $9.81K.
  • Cadence Design Systems made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #363 holding.
  • Physician Wealth Advisors first reported a position in Cadence Design Systems in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Cadence Design Systems position peaked at $114K in Q3 2025.
  • 620 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.