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

Portus 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 		– Sell
-64
Closed -$17.8K – 125
2026
Q1 		$17.8K Buy
+64
New +$19.1K 0.02% 109

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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

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

Portus Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q2 2026, closing a stake of 64 shares — an estimated $17.8K sold.

Portus Wealth Advisors first reported a position in CDNS in Q1 2026 and held it in 1 quarter. The position peaked at $17.8K in Q1 2026. 1,501 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Cadence Design Systems position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 64 Cadence Design Systems shares in Q2 2026, an estimated $17.8K.
  • Portus Wealth Advisors first reported a position in Cadence Design Systems in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's Cadence Design Systems position peaked at $17.8K in Q1 2026.
  • 1,501 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.