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Whelan Financial’s Cadence Design Systems CDNS Stock Holding History

Whelan Financial’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 		$279K Sell
743
-28
-4% -$9.81K 0.08% 81
2026
Q1 		$214K Buy
771
+25
+3% +$7.46K 0.07% 85
2025
Q4 		$233K Sell
746
-127
-15% -$41.4K 0.07% 83
2025
Q3 		$307K Buy
+873
New +$300K 0.1% 61

Other funds holding CDNS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Whelan Financial's CDNS Position: Q2 2026 in Review

Whelan Financial reduced its Cadence Design Systems (CDNS) stake by 3.6% in Q2 2026, selling an estimated $9.81K and leaving 743 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #81.

Whelan Financial first reported a position in CDNS in Q3 2025 and has held it in 4 quarters since. The position peaked at $307K in Q3 2025. 588 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Whelan Financial held 743 shares of Cadence Design Systems worth $279K as of Q2 2026.
  • Whelan Financial sold 28 Cadence Design Systems shares in Q2 2026, an estimated $9.81K.
  • Cadence Design Systems made up 0.08% of Whelan Financial's portfolio in Q2 2026, its #81 holding.
  • Whelan Financial first reported a position in Cadence Design Systems in Q3 2025 and has held it in 4 quarters since.
  • Whelan Financial's Cadence Design Systems position peaked at $307K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.