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Marathon Wealth Advisors LLC’s Cadence Design Systems CDNS Stock Holding History

Marathon Wealth Advisors LLC’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 		$289K Hold
769
– – 0.1% 73
2026
Q1 		$214K Hold
769
– – 0.09% 71
2025
Q4 		$240K Buy
+769
New +$251K 0.1% 71

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 $3.37T 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

Marathon Wealth Advisors LLC's CDNS Position: Q2 2026 in Review

Marathon Wealth Advisors LLC held its Cadence Design Systems (CDNS) position steady in Q2 2026 at 769 shares worth $289K. The position accounts for 0.1% of the portfolio, ranked #73.

Marathon Wealth Advisors LLC first reported a position in CDNS in Q4 2025 and has held it in 3 quarters since. 1,505 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Marathon Wealth Advisors LLC held 769 shares of Cadence Design Systems worth $289K as of Q2 2026.
  • Marathon Wealth Advisors LLC left its Cadence Design Systems share count unchanged in Q2 2026.
  • Cadence Design Systems made up 0.1% of Marathon Wealth Advisors LLC's portfolio in Q2 2026, its #73 holding.
  • Marathon Wealth Advisors LLC first reported a position in Cadence Design Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,505 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Marathon Wealth Advisors LLC's 13F filing for Q2 2026, filed 11 Sep 2026.