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Unique Wealth Strategies’s Cadence Design Systems CDNS Stock Holding History

Unique Wealth Strategies’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 		– Sell
-1,921
Closed -$534K – 228
2026
Q1 		$534K Buy
1,921
+153
+9% +$45.6K 0.22% 140
2025
Q4 		$553K Sell
1,768
-52
-3% -$17K 0.22% 152
2025
Q3 		$639K Sell
1,820
-60
-3% -$20.6K 0.25% 121
2025
Q2 		$579K Buy
+1,880
New +$547K 0.24% 124
2024
Q3 		– Sell
-1,481
Closed -$461K – 288
2024
Q2 		$461K Hold
1,481
– – 0.22% 144
2024
Q1 		$461K Buy
+1,481
New +$438K 0.23% 144

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Unique Wealth Strategies's CDNS Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Cadence Design Systems (CDNS) in Q2 2026, closing a stake of 1,921 shares — an estimated $534K sold.

Unique Wealth Strategies first reported a position in CDNS in Q1 2024 and held it in 6 quarters. The position peaked at $639K in Q3 2025. 335 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Unique Wealth Strategies reported no remaining Cadence Design Systems position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,921 Cadence Design Systems shares in Q2 2026, an estimated $534K.
  • Unique Wealth Strategies first reported a position in Cadence Design Systems in Q1 2024 and held it in 6 quarters.
  • Unique Wealth Strategies's Cadence Design Systems position peaked at $639K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

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