1858 Wealth Management’s Cadence Design Systems CDNS Stock Holding History

1858 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
2025 Q3	$628K	Buy	1,788 +69	+4%	+$23.7K	0.44%	49
2025 Q2	$530K	Hold	1,719	–	–	0.39%	58
2025 Q1	$437K	Hold	1,719	–	–	0.37%	58
2024 Q4	$516K	Sell	1,719 -34	-2%	-$9.88K	0.41%	63
2024 Q3	$475K	Sell	1,753 -4,832	-73%	-$1.34M	0.39%	67
2024 Q2	$2.03M	Buy	6,585 +3,931	+148%	+$1.16M	1.68%	16
2024 Q1	$723K	Hold	2,654	–	–	0.69%	46
2023 Q4	$723K	Buy	+2,654	New	+$684K	0.69%	46

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

1858 Wealth Management's CDNS Position: Q3 2025 in Review

1858 Wealth Management increased its Cadence Design Systems (CDNS) stake by 4% in Q3 2025, buying an estimated $23.7K and bringing the position to 1,788 shares worth $628K. The position accounts for 0.44% of the portfolio, ranked #49.

1858 Wealth Management first reported a position in CDNS in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.03M in Q2 2024. 1,383 funds tracked by Wall St. Rank hold CDNS as of Q3 2025.

1858 Wealth Management held 1,788 shares of Cadence Design Systems worth $628K as of Q3 2025.
1858 Wealth Management bought 69 Cadence Design Systems shares in Q3 2025, an estimated $23.7K.
Cadence Design Systems made up 0.44% of 1858 Wealth Management's portfolio in Q3 2025, its #49 holding.
1858 Wealth Management first reported a position in Cadence Design Systems in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Cadence Design Systems position peaked at $2.03M in Q2 2024.
1,383 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.