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United Financial Planning Group’s Cadence Design Systems CDNS Stock Holding History

United Financial Planning Group’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 		$13.9K Hold
37
– – 0.01% 203
2026
Q1 		$10.3K Buy
37
+36
+3,600% +$10.7K 0.01% 211
2025
Q4 		$313 Buy
+1
New +$326 ﹤0.01% 433

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 Financial Planning Group's CDNS Position: Q2 2026 in Review

United Financial Planning Group held its Cadence Design Systems (CDNS) position steady in Q2 2026 at 37 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #203.

United Financial Planning Group first reported a position in CDNS in Q4 2025 and has held it in 3 quarters since. 1,501 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • United Financial Planning Group held 37 shares of Cadence Design Systems worth $13.9K as of Q2 2026.
  • United Financial Planning Group left its Cadence Design Systems share count unchanged in Q2 2026.
  • Cadence Design Systems made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #203 holding.
  • United Financial Planning Group first reported a position in Cadence Design Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,501 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.