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United Capital Financial Advisors’s Cadence Design Systems CDNS Stock Holding History

United Capital Financial Advisors’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 		$5.05M Sell
13,450
-1,059
-7% -$371K 0.03% 374
2026
Q1 		$4.03M Sell
14,509
-1,504
-9% -$449K 0.02% 406
2025
Q4 		$5.01M Buy
16,013
+98
+0.6% +$32K 0.03% 353
2025
Q3 		$5.59M Buy
15,915
+257
+2% +$88.4K 0.04% 287
2025
Q2 		$4.83M Buy
15,658
+1,501
+11% +$436K 0.04% 285
2025
Q1 		$3.6M Buy
14,157
+134
+1% +$37.3K 0.03% 318
2024
Q4 		$4.21M Buy
14,023
+1,410
+11% +$410K 0.04% 289
2024
Q3 		$3.42M Buy
12,613
+22
+0.2% +$6.08K 0.03% 323
2024
Q2 		$3.87M Buy
12,591
+674
+6% +$200K 0.03% 299
2024
Q1 		$3.71M Sell
11,917
-59
-0.5% -$17.5K 0.03% 324
2023
Q4 		$3.26M Buy
11,976
+293
+3% +$75.5K 0.03% 343
2023
Q3 		$2.74M Buy
11,683
+1,751
+18% +$410K 0.02% 378
2023
Q2 		$2.33M Buy
9,932
+4,979
+101% +$1.08M 0.01% 423
2023
Q1 		$1.04M Buy
+4,953
New +$937K 0.01% 566
2022
Q3 		– Sell
-1,460
Closed -$219K – 1091
2022
Q2 		$219K Buy
+1,460
New +$220K ﹤0.01% 1028
2021
Q1 		– Sell
-2,828
Closed -$386K – 1188
2020
Q4 		$386K Sell
2,828
-656
-19% -$76.9K ﹤0.01% 923
2020
Q3 		$371K Sell
3,484
-1,362
-28% -$143K ﹤0.01% 903
2020
Q2 		$465K Buy
4,846
+116
+2% +$9.71K ﹤0.01% 893
2020
Q1 		$312K Buy
4,730
+1,648
+53% +$114K ﹤0.01% 961
2019
Q4 		$214K Sell
3,082
-6,529
-68% -$438K ﹤0.01% 1259
2019
Q3 		$635K Buy
9,611
+5,463
+132% +$384K ﹤0.01% 878
2019
Q2 		$294K Buy
4,148
+943
+29% +$63K ﹤0.01% 1221
2019
Q1 		$204K Sell
3,205
-3,268
-50% -$173K ﹤0.01% 1265
2018
Q4 		$281K Buy
+6,473
New +$281K ﹤0.01% 1086
2018
Q3 		– Sell
-5,477
Closed -$237K – 1336
2018
Q2 		$237K Sell
5,477
-124
-2% -$5.1K ﹤0.01% 1178
2018
Q1 		$206K Buy
+5,601
New +$228K ﹤0.01% 1225

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 $3.37T AUM 44.26% 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

United Capital Financial Advisors's CDNS Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Cadence Design Systems (CDNS) stake by 7.3% in Q2 2026, selling an estimated $371K and leaving 13,450 shares worth $5.05M. The position accounts for 0.03% of the portfolio, ranked #374.

United Capital Financial Advisors first reported a position in CDNS in Q1 2018 and has held it in 26 quarters since. The position peaked at $5.59M in Q3 2025. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • United Capital Financial Advisors held 13,450 shares of Cadence Design Systems worth $5.05M as of Q2 2026.
  • United Capital Financial Advisors sold 1,059 Cadence Design Systems shares in Q2 2026, an estimated $371K.
  • Cadence Design Systems made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #374 holding.
  • United Capital Financial Advisors first reported a position in Cadence Design Systems in Q1 2018 and has held it in 26 quarters since.
  • United Capital Financial Advisors's Cadence Design Systems position peaked at $5.59M in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.