Private Wealth Management Group’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
$20.3K Buy
54
+1
+2% +$350 ﹤0.01% 384
2026
Q1
$14.7K Hold
53
﹤0.01% 413
2025
Q4
$16.6K Sell
53
-1
-2% -$326 ﹤0.01% 369
2025
Q3
$19K Hold
54
0.01% 349
2025
Q2
$16.6K Hold
54
0.01% 354
2025
Q1
$13.7K Buy
54
+7
+15% +$1.95K 0.01% 384
2024
Q4
$14.1K Buy
47
+14
+42% +$4.07K 0.01% 387
2024
Q3
$8.94K Sell
33
-21
-39% -$5.81K ﹤0.01% 489
2024
Q2
$16.6K Buy
54
+20
+59% +$5.92K 0.01% 316
2024
Q1
$10.6K Sell
34
-2
-6% -$592 ﹤0.01% 398
2023
Q4
$9.81K Buy
+36
New +$9.28K ﹤0.01% 408

Other funds holding CDNS

Private Wealth Management Group's CDNS Position: Q2 2026 in Review

Private Wealth Management Group increased its Cadence Design Systems (CDNS) stake by 1.9% in Q2 2026, buying an estimated $350 and bringing the position to 54 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Private Wealth Management Group first reported a position in CDNS in Q4 2023 and has held it in 11 quarters since. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Private Wealth Management Group held 54 shares of Cadence Design Systems worth $20.3K as of Q2 2026.
  • Private Wealth Management Group bought 1 Cadence Design Systems share in Q2 2026, an estimated $350.
  • Cadence Design Systems made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #384 holding.
  • Private Wealth Management Group first reported a position in Cadence Design Systems in Q4 2023 and has held it in 11 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.