Werba Rubin Papier Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Werba Rubin Papier 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	$1.49M	Sell	3,979 -75	-2%	-$26.3K	0.18%	73
2026 Q1	$1.13M	Buy	4,054 +76	+2%	+$22.7K	0.16%	75
2025 Q4	$1.24M	Buy	3,978 +99	+3%	+$32.3K	0.34%	53
2025 Q3	$1.36M	Sell	3,879 -25	-0.6%	-$8.6K	0.22%	60
2025 Q2	$1.2M	Buy	3,904 +50	+1%	+$14.5K	0.23%	66
2025 Q1	$980K	Sell	3,854 -27	-0.7%	-$7.51K	0.21%	70
2024 Q4	$1.17M	Buy	3,881 +12	+0.3%	+$3.49K	0.28%	55
2024 Q3	$1.05M	Buy	3,869 +10	+0.3%	+$2.77K	0.25%	63
2024 Q2	$1.19M	Buy	3,859 +413	+12%	+$122K	0.33%	48
2024 Q1	$1.07M	Buy	+3,446	New	+$1.02M	0.31%	43

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 $3.37T AUM 44.26% 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

Werba Rubin Papier Wealth Management's CDNS Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Cadence Design Systems (CDNS) stake by 1.9% in Q2 2026, selling an estimated $26.3K and leaving 3,979 shares worth $1.49M. The position accounts for 0.18% of the portfolio, ranked #73.

Werba Rubin Papier Wealth Management first reported a position in CDNS in Q1 2024 and has held it in 10 quarters since. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Werba Rubin Papier Wealth Management held 3,979 shares of Cadence Design Systems worth $1.49M as of Q2 2026.
Werba Rubin Papier Wealth Management sold 75 Cadence Design Systems shares in Q2 2026, an estimated $26.3K.
Cadence Design Systems made up 0.18% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #73 holding.
Werba Rubin Papier Wealth Management first reported a position in Cadence Design Systems in Q1 2024 and has held it in 10 quarters since.
1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

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