Valued Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Valued Wealth 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	$17.3K	Buy	46 +7	+18%	+$2.45K	0.01%	220
2026 Q1	$10.8K	Buy	39 +21	+117%	+$6.26K	﹤0.01%	272
2025 Q4	$5.63K	Hold	18	–	–	﹤0.01%	286
2025 Q3	$6.32K	Hold	18	–	–	﹤0.01%	260
2025 Q2	$5.55K	Hold	18	–	–	﹤0.01%	272
2025 Q1	$4.58K	Sell	18 -6	-25%	-$1.67K	﹤0.01%	320
2024 Q4	$7.21K	Sell	24 -2	-8%	-$581	﹤0.01%	260
2024 Q3	$7.05K	Sell	26 -7	-21%	-$1.94K	﹤0.01%	253
2024 Q2	$10.2K	Buy	33 +10	+43%	+$2.96K	0.01%	193
2024 Q1	$7.16K	Buy	23 +8	+53%	+$2.37K	0.01%	221
2023 Q4	$3.52K	Buy	+15	New	+$3.87K	﹤0.01%	240

Other funds holding CDNS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Valued Wealth Advisors's CDNS Position: Q2 2026 in Review

Valued Wealth Advisors increased its Cadence Design Systems (CDNS) stake by 18% in Q2 2026, buying an estimated $2.45K and bringing the position to 46 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #220.

Valued Wealth Advisors first reported a position in CDNS in Q4 2023 and has held it in 11 quarters since. 380 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Valued Wealth Advisors held 46 shares of Cadence Design Systems worth $17.3K as of Q2 2026.
Valued Wealth Advisors bought 7 Cadence Design Systems shares in Q2 2026, an estimated $2.45K.
Cadence Design Systems made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #220 holding.
Valued Wealth Advisors first reported a position in Cadence Design Systems in Q4 2023 and has held it in 11 quarters since.
380 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.