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Sowell Financial Services’s Cadence Design Systems CDNS Stock Holding History

Sowell Financial Services’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 		$578K Sell
1,540
-239
-13% -$83.8K 0.02% 601
2026
Q1 		$494K Sell
1,779
-1,497
-46% -$447K 0.02% 638
2025
Q4 		$1.02M Buy
3,276
+17
+0.5% +$5.55K 0.04% 425
2025
Q3 		$1.14M Sell
3,259
-119
-4% -$40.9K 0.04% 392
2025
Q2 		$1.04M Buy
3,378
+114
+3% +$33.1K 0.04% 398
2025
Q1 		$830K Buy
+3,264
New +$908K 0.04% 438
2021
Q2 		– Sell
-2,524
Closed -$320K – 879
2021
Q1 		$320K Sell
2,524
-726
-22% -$97.4K 0.01% 816
2020
Q4 		$443K Sell
3,250
-5,534
-63% -$649K 0.02% 556
2020
Q3 		$937K Buy
8,784
+6,981
+387% +$734K 0.05% 311
2020
Q2 		$173K Sell
1,803
-4,272
-70% -$358K 0.01% 772
2020
Q1 		$401K Sell
6,075
-1,606
-21% -$111K 0.03% 455
2019
Q4 		$533K Sell
7,681
-7,240
-49% -$485K 0.04% 428
2019
Q3 		$986K Buy
+14,921
New +$1.05M 0.08% 253

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 $3.38T AUM 44.17% 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

Sowell Financial Services's CDNS Position: Q2 2026 in Review

Sowell Financial Services reduced its Cadence Design Systems (CDNS) stake by 13% in Q2 2026, selling an estimated $83.8K and leaving 1,540 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #601.

Sowell Financial Services first reported a position in CDNS in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.14M in Q3 2025. 1,509 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Sowell Financial Services held 1,540 shares of Cadence Design Systems worth $578K as of Q2 2026.
  • Sowell Financial Services sold 239 Cadence Design Systems shares in Q2 2026, an estimated $83.8K.
  • Cadence Design Systems made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #601 holding.
  • Sowell Financial Services first reported a position in Cadence Design Systems in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's Cadence Design Systems position peaked at $1.14M in Q3 2025.
  • 1,509 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.