Smallwood Wealth Investment Management’s Cadence Design Systems CDNS Stock Holding History

Smallwood Wealth Investment Management’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	$37.5K	Hold	100	–	–	0.02%	211
2026 Q1	$27.8K	Hold	100	–	–	0.01%	233
2025 Q4	$31.3K	Hold	100	–	–	0.02%	221
2025 Q3	$35.1K	Sell	100 -3	-3%	-$1.03K	0.02%	216
2025 Q2	$31.7K	Buy	103 +3	+3%	+$872	0.02%	210
2025 Q1	$25.4K	Buy	+100	New	+$27.8K	0.02%	224

Other funds holding CDNS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Smallwood Wealth Investment Management's CDNS Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Cadence Design Systems (CDNS) position steady in Q2 2026 at 100 shares worth $37.5K. The position accounts for 0.02% of the portfolio, ranked #211.

Smallwood Wealth Investment Management first reported a position in CDNS in Q1 2025 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Smallwood Wealth Investment Management held 100 shares of Cadence Design Systems worth $37.5K as of Q2 2026.
Smallwood Wealth Investment Management left its Cadence Design Systems share count unchanged in Q2 2026.
Cadence Design Systems made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #211 holding.
Smallwood Wealth Investment Management first reported a position in Cadence Design Systems in Q1 2025 and has held it in 6 quarters since.
540 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.