VWM
CDNS icon

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

Vivid Wealth Management’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 		$2.9M Sell
7,722
-385
-5% -$135K 1.02% 32
2026
Q1 		$2.25M Buy
8,107
+98
+1% +$29.2K 0.91% 50
2025
Q4 		$2.5M Buy
8,009
+495
+7% +$162K 0.97% 49
2025
Q3 		$2.64M Sell
7,514
-1,219
-14% -$419K 1.05% 42
2025
Q2 		$2.69M Buy
8,733
+67
+0.8% +$19.5K 1.18% 38
2025
Q1 		$2.2M Buy
8,666
+808
+10% +$225K 1.1% 39
2024
Q4 		$2.36M Buy
7,858
+277
+4% +$80.5K 1.2% 31
2024
Q3 		$2.05M Buy
7,581
+867
+13% +$240K 1.07% 44
2024
Q2 		$2.07M Buy
6,714
+4,799
+251% +$1.42M 1.16% 30
2024
Q1 		$596K Buy
1,915
+25
+1% +$7.39K 0.37% 53
2023
Q4 		$515K Buy
+1,890
New +$487K 0.35% 52

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

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

Vivid Wealth Management reduced its Cadence Design Systems (CDNS) stake by 4.7% in Q2 2026, selling an estimated $135K and leaving 7,722 shares worth $2.9M. The position accounts for 1.02% of the portfolio, ranked #32.

Vivid Wealth Management first reported a position in CDNS in Q4 2023 and has held it in 11 quarters since. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Vivid Wealth Management held 7,722 shares of Cadence Design Systems worth $2.9M as of Q2 2026.
  • Vivid Wealth Management sold 385 Cadence Design Systems shares in Q2 2026, an estimated $135K.
  • Cadence Design Systems made up 1.02% of Vivid Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Vivid Wealth Management first reported a position in Cadence Design Systems in Q4 2023 and has held it in 11 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.