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Valeo Financial Advisors’s Cadence Design Systems CDNS Stock Holding History

Valeo 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
2020
Q3 		– Sell
-500
Closed -$48K – 1668
2020
Q2 		$48K Buy
+500
New +$41.9K ﹤0.01% 744

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Swedbank
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Bank of New York Mellon
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Valeo Financial Advisors's CDNS Position: Q2 2026 in Review

Valeo Financial Advisors increased its Cadence Design Systems (CDNS) stake by 35% in Q2 2026, buying an estimated $117K and bringing the position to 1,301 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #457.

Valeo Financial Advisors first reported a position in CDNS in Q3 2018 and has held it in 25 quarters since. The position peaked at $789K in Q3 2025. 772 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Valeo Financial Advisors held 1,301 shares of Cadence Design Systems worth $488K as of Q2 2026.
  • Valeo Financial Advisors bought 334 Cadence Design Systems shares in Q2 2026, an estimated $117K.
  • Cadence Design Systems made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #457 holding.
  • Valeo Financial Advisors first reported a position in Cadence Design Systems in Q3 2018 and has held it in 25 quarters since.
  • Valeo Financial Advisors's Cadence Design Systems position peaked at $789K in Q3 2025.
  • 772 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.