Triad Wealth Partners’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
$225K Sell
668
-820
-55% -$287K 0.01% 516
2026
Q1
$413K Buy
1,488
+120
+9% +$35.8K 0.03% 320
2025
Q4
$428K Buy
+1,368
New +$446K 0.04% 302
2024
Q3
Sell
-18
Closed -$5.54K 191
2024
Q2
$5.54K Buy
+18
New +$5.33K ﹤0.01% 546

Other funds holding CDNS

Triad Wealth Partners's CDNS Position: Q2 2026 in Review

Triad Wealth Partners reduced its Cadence Design Systems (CDNS) stake by 55% in Q2 2026, selling an estimated $287K and leaving 668 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #516.

Triad Wealth Partners first reported a position in CDNS in Q2 2024 and has held it in 4 quarters since. The position peaked at $428K in Q4 2025. 1,507 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Triad Wealth Partners held 668 shares of Cadence Design Systems worth $225K as of Q2 2026.
  • Triad Wealth Partners sold 820 Cadence Design Systems shares in Q2 2026, an estimated $287K.
  • Cadence Design Systems made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #516 holding.
  • Triad Wealth Partners first reported a position in Cadence Design Systems in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's Cadence Design Systems position peaked at $428K in Q4 2025.
  • 1,507 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.