Wilkerson Advisory Group’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$54.8K Sell
146
-21
-13% -$7.36K 0.02% 224
2026
Q1
$46.4K Sell
167
-1,323
-89% -$395K 0.02% 213
2025
Q4
$466K Buy
+1,490
New +$486K 0.16% 65

Other funds holding CDNS

Wilkerson Advisory Group's CDNS Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Cadence Design Systems (CDNS) stake by 13% in Q2 2026, selling an estimated $7.36K and leaving 146 shares worth $54.8K. The position accounts for 0.02% of the portfolio, ranked #224.

Wilkerson Advisory Group first reported a position in CDNS in Q4 2025 and has held it in 3 quarters since. The position peaked at $466K in Q4 2025. 1,496 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Wilkerson Advisory Group held 146 shares of Cadence Design Systems worth $54.8K as of Q2 2026.
  • Wilkerson Advisory Group sold 21 Cadence Design Systems shares in Q2 2026, an estimated $7.36K.
  • Cadence Design Systems made up 0.02% of Wilkerson Advisory Group's portfolio in Q2 2026, its #224 holding.
  • Wilkerson Advisory Group first reported a position in Cadence Design Systems in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Cadence Design Systems position peaked at $466K in Q4 2025.
  • 1,496 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.