BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Cadence Design Systems CDNS Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$151K	Sell	403 -3	-0.7%	-$1.05K	0.02%	614
2026 Q1	$113K	Sell	406 -31	-7%	-$9.25K	0.02%	715
2025 Q4	$137K	Buy	437 +100	+30%	+$32.6K	0.02%	669
2025 Q3	$118K	Buy	337 +53	+19%	+$18.2K	0.02%	662
2025 Q2	$87.5K	Sell	284 -51	-15%	-$14.8K	0.01%	744
2025 Q1	$85.2K	Buy	335 +4	+1%	+$1.11K	0.01%	757
2024 Q4	$99.5K	Buy	331 +118	+55%	+$34.3K	0.02%	663
2024 Q3	$57.7K	Buy	+213	New	+$58.9K	0.01%	881

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 $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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 $483B AUM 27.72% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s CDNS Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Cadence Design Systems (CDNS) stake by 0.74% in Q2 2026, selling an estimated $1.05K and leaving 403 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #614.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in CDNS in Q3 2024 and has held it in 8 quarters since. 1,517 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 403 shares of Cadence Design Systems worth $151K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 3 Cadence Design Systems shares in Q2 2026, an estimated $1.05K.
Cadence Design Systems made up 0.02% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #614 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Cadence Design Systems in Q3 2024 and has held it in 8 quarters since.
1,517 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.