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

SOA 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	$157K	Buy	419 +8	+2%	+$2.8K	0.03%	231
2026 Q1	$114K	Hold	411	–	–	0.02%	257
2025 Q4	$128K	Sell	411 -11	-3%	-$3.59K	0.02%	255
2025 Q3	$148K	Buy	422 +160	+61%	+$55K	0.03%	245
2025 Q2	$80.7K	Buy	262 +229	+694%	+$66.6K	0.02%	299
2025 Q1	$8.39K	Buy	33 +28	+560%	+$7.79K	﹤0.01%	576
2024 Q4	$1.5K	Hold	5	–	–	﹤0.01%	710
2024 Q3	$1.35K	Hold	5	–	–	﹤0.01%	701
2024 Q2	$1.54K	Hold	5	–	–	﹤0.01%	700
2024 Q1	$1.56K	Hold	5	–	–	﹤0.01%	733
2023 Q4	$1.36K	Hold	5	–	–	﹤0.01%	734
2023 Q3	$1.17K	Hold	5	–	–	﹤0.01%	758
2023 Q2	$1.17K	Hold	5	–	–	﹤0.01%	773
2023 Q1	$1.05K	Hold	5	–	–	﹤0.01%	786
2022 Q4	$803	Hold	5	–	–	﹤0.01%	814
2022 Q3	$0	Hold	5	–	–	﹤0.01%	840
2022 Q2	$0	Sell	5 -6	-55%	-$906	﹤0.01%	831
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	839
2021 Q4	$2K	Hold	11	–	–	﹤0.01%	764
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	825
2021 Q2	$1K	Sell	11 -2	-15%	-$265	﹤0.01%	807
2021 Q1	$1K	Buy	13 +11	+550%	+$1.48K	﹤0.01%	752
2020 Q4	$0	Buy	+2	New	+$235	﹤0.01%	798

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

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

SOA Wealth Advisors increased its Cadence Design Systems (CDNS) stake by 1.9% in Q2 2026, buying an estimated $2.8K and bringing the position to 419 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #231.

SOA Wealth Advisors first reported a position in CDNS in Q4 2020 and has held it in 23 quarters since. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

SOA Wealth Advisors held 419 shares of Cadence Design Systems worth $157K as of Q2 2026.
SOA Wealth Advisors bought 8 Cadence Design Systems shares in Q2 2026, an estimated $2.8K.
Cadence Design Systems made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #231 holding.
SOA Wealth Advisors first reported a position in Cadence Design Systems in Q4 2020 and has held it in 23 quarters since.
1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

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