Accurate Wealth Management
CDNS icon

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

Accurate 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
Q3 		$1.03M Buy
3,070
+828
+37% +$272K 0.09% 228
2026
Q2 		$862K Buy
2,242
+372
+20% +$130K 0.08% 240
2026
Q1 		$500K Sell
1,870
-332
-15% -$99K 0.06% 317
2025
Q4 		$721K Buy
2,202
+221
+11% +$72.1K 0.09% 230
2025
Q3 		$645K Buy
1,981
+254
+15% +$87.4K 0.09% 245
2025
Q2 		$557K Buy
1,727
+174
+11% +$50.6K 0.09% 243
2025
Q1 		$403K Buy
1,553
+409
+36% +$114K 0.08% 232
2024
Q4 		$342K Buy
1,144
+12
+1% +$3.49K 0.07% 272
2024
Q3 		$305K Sell
1,132
-1,397
-55% -$386K 0.06% 282
2024
Q2 		$798K Buy
2,529
+390
+18% +$115K 0.19% 116
2024
Q1 		$599K Buy
2,139
+341
+19% +$101K 0.18% 130
2023
Q4 		$480K Buy
1,798
+14
+0.8% +$3.61K 0.15% 138
2023
Q3 		$446K Buy
1,784
+435
+32% +$102K 0.14% 146
2023
Q2 		$325K Buy
1,349
+260
+24% +$56.6K 0.1% 190
2023
Q1 		$233K Buy
1,089
+382
+54% +$72.3K 0.08% 221
2022
Q4 		$116K Buy
+707
New +$113K 0.04% 283

Other funds holding CDNS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Accurate Wealth Management's CDNS Position: Q3 2026 in Review

Accurate Wealth Management increased its Cadence Design Systems (CDNS) stake by 37% in Q3 2026, buying an estimated $272K and bringing the position to 3,070 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #228.

Accurate Wealth Management first reported a position in CDNS in Q4 2022 and has held it in 16 quarters since. 891 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

  • Accurate Wealth Management held 3,070 shares of Cadence Design Systems worth $1.03M as of Q3 2026.
  • Accurate Wealth Management bought 828 Cadence Design Systems shares in Q3 2026, an estimated $272K.
  • Cadence Design Systems made up 0.09% of Accurate Wealth Management's portfolio in Q3 2026, its #228 holding.
  • Accurate Wealth Management first reported a position in Cadence Design Systems in Q4 2022 and has held it in 16 quarters since.
  • 891 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.