Planned Solutions’s Cadence Design Systems CDNS Stock Holding History

Planned Solutions’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	$265K	Buy	+706	New	+$247K	0.08%	122
2026 Q1	–	Sell	-685	Closed	-$214K	–	140
2025 Q4	$214K	Hold	685	–	–	0.07%	134
2025 Q3	$241K	Hold	685	–	–	0.08%	116
2025 Q2	$211K	Buy	+685	New	+$199K	0.08%	116
2025 Q1	–	Sell	-685	Closed	-$206K	–	116
2024 Q4	$206K	Hold	685	–	–	0.08%	108
2024 Q3	$186K	Hold	685	–	–	0.07%	123
2024 Q2	$211K	Hold	685	–	–	0.1%	94
2024 Q1	$213K	Hold	685	–	–	0.1%	92
2023 Q4	$187K	Buy	+685	New	+$176K	0.09%	91
2021 Q1	–	Sell	-600	Closed	-$82K	–	116
2020 Q4	$82K	Buy	600 +450	+300%	+$52.8K	0.07%	124
2020 Q3	$16K	Buy	+150	New	+$15.8K	0.02%	231

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

Planned Solutions's CDNS Position: Q2 2026 in Review

Planned Solutions opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 706 shares worth $265K. The stake represents 0.08% of the portfolio and ranks #122 among its holdings. This is a return to the name: Planned Solutions previously reported a position in CDNS as recently as Q4 2025.

Planned Solutions first reported a position in CDNS in Q3 2020 and has held it in 11 quarters since. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Planned Solutions held 706 shares of Cadence Design Systems worth $265K as of Q2 2026.
Cadence Design Systems was a new Planned Solutions position in Q2 2026.
Cadence Design Systems made up 0.08% of Planned Solutions's portfolio in Q2 2026, its #122 holding.
Planned Solutions first reported a position in Cadence Design Systems in Q3 2020 and has held it in 11 quarters since.
1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.