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Wambolt & Associates’s Cadence Design Systems CDNS Stock Holding History

Wambolt & Associates’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
2025
Q2 		$3.34M Sell
10,790
-779
-7% -$227K 1.12% 27
2025
Q1 		$2.99M Buy
11,569
+167
+1% +$46.4K 1.02% 30
2024
Q4 		$3.43M Sell
11,402
-2,121
-16% -$617K 1.1% 27
2024
Q3 		$3.56M Buy
13,523
+1,952
+17% +$540K 0.97% 32
2024
Q2 		$3.6M Buy
11,571
+1,054
+10% +$312K 1.04% 29
2024
Q1 		$3.28M Buy
10,517
+4,040
+62% +$1.19M 0.98% 31
2023
Q4 		$1.76M Buy
6,477
+2,335
+56% +$602K 0.58% 51
2023
Q3 		$980K Buy
4,142
+1,911
+86% +$447K 0.36% 100
2023
Q2 		$523K Buy
2,231
+856
+62% +$186K 0.19% 156
2023
Q1 		$291K Buy
+1,375
New +$260K 0.1% 213

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wambolt & Associates's CDNS Position: Q2 2025 in Review

Wambolt & Associates reduced its Cadence Design Systems (CDNS) stake by 6.7% in Q2 2025, selling an estimated $227K and leaving 10,790 shares worth $3.34M. The position accounts for 1.12% of the portfolio, ranked #27.

Wambolt & Associates first reported a position in CDNS in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.6M in Q2 2024. 1,330 funds tracked by Wall St. Rank hold CDNS as of Q2 2025.

  • Wambolt & Associates held 10,790 shares of Cadence Design Systems worth $3.34M as of Q2 2025.
  • Wambolt & Associates sold 779 Cadence Design Systems shares in Q2 2025, an estimated $227K.
  • Cadence Design Systems made up 1.12% of Wambolt & Associates's portfolio in Q2 2025, its #27 holding.
  • Wambolt & Associates first reported a position in Cadence Design Systems in Q1 2023 and has held it in 10 quarters since.
  • Wambolt & Associates's Cadence Design Systems position peaked at $3.6M in Q2 2024.
  • 1,330 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.