Wealthspire Advisors (New York)’s Cadence Design Systems CDNS Stock Holding History

Wealthspire Advisors (New York)’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	$341K	Sell	909 -177	-16%	-$62K	﹤0.01%	951
2026 Q1	$302K	Sell	1,086 -1,203	-53%	-$359K	﹤0.01%	720
2025 Q4	$715K	Buy	2,289 +1,377	+151%	+$449K	0.01%	514
2025 Q3	$320K	Sell	912 -422	-32%	-$145K	﹤0.01%	640
2025 Q2	$411K	Buy	1,334 +171	+15%	+$49.7K	﹤0.01%	588
2025 Q1	$296K	Sell	1,163 -18	-2%	-$5.01K	﹤0.01%	643
2024 Q4	$355K	Sell	1,181 -9	-0.8%	-$2.62K	﹤0.01%	609
2024 Q3	$323K	Buy	1,190 +44	+4%	+$12.2K	﹤0.01%	606
2024 Q2	$353K	Sell	1,146 -16	-1%	-$4.74K	﹤0.01%	503
2024 Q1	$362K	Sell	1,162 -213	-15%	-$63K	﹤0.01%	491
2023 Q4	$375K	Sell	1,375 -798	-37%	-$206K	0.01%	468
2023 Q3	$509K	Buy	2,173 +486	+29%	+$114K	0.01%	389
2023 Q2	$396K	Buy	+1,687	New	+$367K	0.01%	411
2021 Q2	–	Sell	-3,035	Closed	-$416K	–	423
2021 Q1	$416K	Buy	3,035 +982	+48%	+$132K	0.01%	443
2020 Q4	$280K	Buy	+2,053	New	+$241K	0.01%	455
2019 Q1	–	Sell	-53	Closed	-$3K	–	172
2018 Q4	$3K	Buy	+53	New	+$2.3K	﹤0.01%	708

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s CDNS Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Cadence Design Systems (CDNS) stake by 16% in Q2 2026, selling an estimated $62K and leaving 909 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Wealthspire Advisors (New York) first reported a position in CDNS in Q4 2018 and has held it in 16 quarters since. The position peaked at $715K in Q4 2025. 1,509 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Wealthspire Advisors (New York) held 909 shares of Cadence Design Systems worth $341K as of Q2 2026.
Wealthspire Advisors (New York) sold 177 Cadence Design Systems shares in Q2 2026, an estimated $62K.
Cadence Design Systems made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #951 holding.
Wealthspire Advisors (New York) first reported a position in Cadence Design Systems in Q4 2018 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s Cadence Design Systems position peaked at $715K in Q4 2025.
1,509 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.