Sound View Wealth Advisors Group’s Cadence Design Systems CDNS Stock Holding History

Sound View Wealth Advisors Group’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	–	–	0.02%	367
2026 Q1	$214K	Sell	769 -323	-30%	-$96.4K	0.01%	402
2025 Q4	$341K	Sell	1,092 -5	-0.5%	-$1.63K	0.02%	334
2025 Q3	$385K	Sell	1,097 -168	-13%	-$57.8K	0.03%	312
2025 Q2	$390K	Sell	1,265 -167	-12%	-$48.6K	0.03%	307
2025 Q1	$364K	Sell	1,432 -26	-2%	-$7.23K	0.03%	307
2024 Q4	$438K	Buy	1,458 +270	+23%	+$78.5K	0.04%	275
2024 Q3	$322K	Buy	1,188 +228	+24%	+$63K	0.03%	324
2024 Q2	$295K	Hold	960	–	–	0.03%	305
2024 Q1	$299K	Sell	960 -47	-5%	-$13.9K	0.03%	307
2023 Q4	$274K	Buy	1,007 +18	+2%	+$4.64K	0.03%	322
2023 Q3	$232K	Sell	989 -60	-6%	-$14K	0.03%	326
2023 Q2	$246K	Sell	1,049 -62	-6%	-$13.5K	0.03%	313
2023 Q1	$233K	Buy	1,111 +104	+10%	+$19.7K	0.03%	323
2022 Q4	$274K	Buy	+1,007	New	+$161K	0.03%	322

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

Sound View Wealth Advisors Group's CDNS Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its Cadence Design Systems (CDNS) position steady in Q2 2026 at 769 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #367.

Sound View Wealth Advisors Group first reported a position in CDNS in Q4 2022 and has held it in 15 quarters since. The position peaked at $438K in Q4 2024. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Sound View Wealth Advisors Group held 769 shares of Cadence Design Systems worth $289K as of Q2 2026.
Sound View Wealth Advisors Group left its Cadence Design Systems share count unchanged in Q2 2026.
Cadence Design Systems made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #367 holding.
Sound View Wealth Advisors Group first reported a position in Cadence Design Systems in Q4 2022 and has held it in 15 quarters since.
Sound View Wealth Advisors Group's Cadence Design Systems position peaked at $438K in Q4 2024.
1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.