Venturi Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$537K Buy
+1,431
New +$501K 0.02% 359
2025
Q4
Sell
-886
Closed -$311K 592
2025
Q3
$311K Buy
+886
New +$305K 0.01% 435
2025
Q1
Sell
-1,000
Closed -$300K 775
2024
Q4
$300K Buy
1,000
+179
+22% +$52K 0.01% 454
2024
Q3
$223K Buy
821
+184
+29% +$50.9K 0.01% 436
2024
Q2
$196K Buy
637
+399
+168% +$118K 0.01% 416
2024
Q1
$74.1K Buy
238
+107
+82% +$31.6K ﹤0.01% 452
2023
Q4
$35.7K Buy
131
+8
+7% +$2.06K ﹤0.01% 559
2023
Q3
$28.8K Buy
123
+15
+14% +$3.51K ﹤0.01% 549
2023
Q2
$25.3K Sell
108
-1
-0.9% -$218 ﹤0.01% 513
2023
Q1
$22.9K Buy
+109
New +$20.6K ﹤0.01% 572

Other funds holding CDNS

Venturi Wealth Management's CDNS Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 1,431 shares worth $537K. The stake represents 0.02% of the portfolio and ranks #359 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in CDNS as recently as Q3 2025.

Venturi Wealth Management first reported a position in CDNS in Q1 2023 and has held it in 10 quarters since. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Venturi Wealth Management held 1,431 shares of Cadence Design Systems worth $537K as of Q2 2026.
  • Cadence Design Systems was a new Venturi Wealth Management position in Q2 2026.
  • Cadence Design Systems made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Venturi Wealth Management first reported a position in Cadence Design Systems in Q1 2023 and has held it in 10 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.