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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$330K Buy
879
+100
+13% +$35K 0.04% 197
2026
Q1
$216K Buy
+779
New +$232K 0.03% 254

Other funds holding CDNS

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

TRB Wealth Management increased its Cadence Design Systems (CDNS) stake by 13% in Q2 2026, buying an estimated $35K and bringing the position to 879 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #197.

TRB Wealth Management first reported a position in CDNS in Q1 2026 and has held it in 2 quarters since. 1,490 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • TRB Wealth Management held 879 shares of Cadence Design Systems worth $330K as of Q2 2026.
  • TRB Wealth Management bought 100 Cadence Design Systems shares in Q2 2026, an estimated $35K.
  • Cadence Design Systems made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #197 holding.
  • TRB Wealth Management first reported a position in Cadence Design Systems in Q1 2026 and has held it in 2 quarters since.
  • 1,490 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.