Walter & Keenan 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
$246K Buy
+655
New +$230K 0.06% 160
2026
Q1
Sell
-669
Closed -$209K 157
2025
Q4
$209K Sell
669
-11
-2% -$3.59K 0.06% 154
2025
Q3
$239K Buy
680
+11
+2% +$3.78K 0.07% 146
2025
Q2
$206K Buy
+669
New +$195K 0.06% 149

Other funds holding CDNS

Walter & Keenan Wealth Management's CDNS Position: Q2 2026 in Review

Walter & Keenan Wealth Management opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 655 shares worth $246K. The stake represents 0.06% of the portfolio and ranks #160 among its holdings. This is a return to the name: Walter & Keenan Wealth Management previously reported a position in CDNS as recently as Q4 2025.

Walter & Keenan Wealth Management first reported a position in CDNS in Q2 2025 and has held it in 4 quarters since. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Walter & Keenan Wealth Management held 655 shares of Cadence Design Systems worth $246K as of Q2 2026.
  • Cadence Design Systems was a new Walter & Keenan Wealth Management position in Q2 2026.
  • Cadence Design Systems made up 0.06% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Walter & Keenan Wealth Management first reported a position in Cadence Design Systems in Q2 2025 and has held it in 4 quarters since.
  • 1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.