Wealthcare Advisory Partners’s Cadence Design Systems CDNS Stock Holding History

Wealthcare Advisory Partners’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	$366K	Sell	975 -3	-0.3%	-$1.05K	0.01%	807
2026 Q1	$272K	Buy	978 +61	+7%	+$18.2K	0.01%	909
2025 Q4	$287K	Buy	917 +28	+3%	+$9.14K	0.01%	890
2025 Q3	$312K	Sell	889 -6	-0.7%	-$2.06K	0.01%	838
2025 Q2	$276K	Sell	895 -10	-1%	-$2.91K	0.01%	822
2025 Q1	$230K	Sell	905 -95	-10%	-$26.4K	0.01%	831
2024 Q4	$300K	Buy	1,000 +200	+25%	+$58.1K	0.01%	715
2024 Q3	$217K	Sell	800 -202	-20%	-$55.8K	0.01%	807
2024 Q2	$308K	Buy	1,002 +51	+5%	+$15.1K	0.01%	667
2024 Q1	$296K	Buy	951 +41	+5%	+$12.1K	0.01%	678
2023 Q4	$248K	Sell	910 -2	-0.2%	-$515	0.01%	659
2023 Q3	$214K	Sell	912 -21	-2%	-$4.92K	0.01%	644
2023 Q2	$219K	Buy	+933	New	+$203K	0.01%	649
2021 Q2	–	Sell	-634	Closed	-$87K	–	753
2021 Q1	$87K	Buy	+634	New	+$85.1K	0.01%	708

Other funds holding CDNS

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Wealthcare Advisory Partners's CDNS Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Cadence Design Systems (CDNS) stake by 0.31% in Q2 2026, selling an estimated $1.05K and leaving 975 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #807.

Wealthcare Advisory Partners first reported a position in CDNS in Q1 2021 and has held it in 14 quarters since. 290 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Wealthcare Advisory Partners held 975 shares of Cadence Design Systems worth $366K as of Q2 2026.
Wealthcare Advisory Partners sold 3 Cadence Design Systems shares in Q2 2026, an estimated $1.05K.
Cadence Design Systems made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #807 holding.
Wealthcare Advisory Partners first reported a position in Cadence Design Systems in Q1 2021 and has held it in 14 quarters since.
290 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.