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Spire Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Spire Wealth 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 		$303K Sell
806
-110
-12% -$38.5K 0.01% 667
2026
Q1 		$255K Sell
916
-5,308
-85% -$1.58M 0.01% 710
2025
Q4 		$1.95M Sell
6,224
-11,320
-65% -$3.69M 0.07% 259
2025
Q3 		$6.16M Buy
17,544
+2,509
+17% +$863K 0.21% 100
2025
Q2 		$4.5M Sell
15,035
-8,000
-35% -$2.33M 0.16% 120
2025
Q1 		$5.86M Sell
23,035
-1,396
-6% -$388K 0.19% 108
2024
Q4 		$7.34M Sell
24,431
-3,503
-13% -$1.02M 0.23% 94
2024
Q3 		$7.57M Sell
27,934
-2,814
-9% -$778K 0.26% 86
2024
Q2 		$9.45M Buy
30,748
+2,104
+7% +$623K 0.33% 59
2024
Q1 		$22.6M Buy
28,644
+232
+0.8% +$68.6K 0.41% 48
2023
Q4 		$8.3M Buy
28,412
+3,790
+15% +$977K 0.27% 75
2023
Q3 		$5.77M Buy
24,622
+628
+3% +$147K 0.22% 88
2023
Q2 		$5.63M Buy
23,994
+5,782
+32% +$1.26M 0.21% 96
2023
Q1 		$3.83M Buy
18,212
+14,334
+370% +$2.71M 0.15% 132
2022
Q4 		$623K Sell
3,878
-994
-20% -$159K 0.04% 320
2022
Q3 		$796K Sell
4,872
-672
-12% -$116K 0.05% 251
2022
Q2 		$832K Sell
5,544
-26
-0.5% -$3.93K 0.03% 362
2022
Q1 		$916K Sell
5,570
-101,092
-95% -$15.5M 0.02% 404
2021
Q4 		$19.9M Buy
106,662
+1,386
+1% +$242K 0.44% 52
2021
Q3 		$16M Buy
105,276
+99,382
+1,686% +$15.1M 0.42% 56
2021
Q2 		$806K Sell
5,894
-2,149
-27% -$285K 0.02% 483
2021
Q1 		$1.1M Buy
+8,043
New +$1.08M 0.03% 409

Other funds holding CDNS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Spire Wealth Management's CDNS Position: Q2 2026 in Review

Spire Wealth Management reduced its Cadence Design Systems (CDNS) stake by 12% in Q2 2026, selling an estimated $38.5K and leaving 806 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #667.

Spire Wealth Management first reported a position in CDNS in Q1 2021 and has held it in 22 quarters since. The position peaked at $22.6M in Q1 2024. 290 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Spire Wealth Management held 806 shares of Cadence Design Systems worth $303K as of Q2 2026.
  • Spire Wealth Management sold 110 Cadence Design Systems shares in Q2 2026, an estimated $38.5K.
  • Cadence Design Systems made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #667 holding.
  • Spire Wealth Management first reported a position in Cadence Design Systems in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Cadence Design Systems position peaked at $22.6M in Q1 2024.
  • 290 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.