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

AE 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
Q1 		$5.1M Buy
18,338
+2,207
+14% +$658K 0.03% 414
2025
Q4 		$5.04M Buy
16,131
+4,401
+38% +$1.44M 0.03% 388
2025
Q3 		$4.12M Buy
11,730
+1,632
+16% +$561K 0.03% 398
2025
Q2 		$3.11M Buy
10,098
+512
+5% +$149K 0.02% 440
2025
Q1 		$2.44M Buy
9,586
+841
+10% +$234K 0.02% 482
2024
Q4 		$2.63M Buy
8,745
+910
+12% +$265K 0.02% 474
2024
Q3 		$2.12M Buy
7,835
+725
+10% +$200K 0.02% 515
2024
Q2 		$2.19M Buy
7,110
+170
+2% +$50.3K 0.02% 502
2024
Q1 		$2.16M Sell
6,940
-41,858
-86% -$12.4M 0.02% 476
2023
Q4 		$14.2M Buy
48,798
+2,231
+5% +$575K 0.07% 315
2023
Q3 		$10.9M Buy
46,567
+2,130
+5% +$499K 0.07% 360
2023
Q2 		$10.4M Buy
44,437
+11,860
+36% +$2.58M 0.06% 357
2023
Q1 		$6.84M Buy
32,577
+24,402
+298% +$4.62M 0.04% 436
2022
Q4 		$1.31M Buy
8,175
+48
+0.6% +$7.67K 0.01% 883
2022
Q3 		$1.33M Buy
8,127
+1,489
+22% +$256K 0.01% 838
2022
Q2 		$996K Buy
6,638
+4,001
+152% +$604K 0.01% 891
2022
Q1 		$434K Sell
2,637
-9,487
-78% -$1.46M ﹤0.01% 1276
2021
Q4 		$2.26M Buy
12,124
+1,837
+18% +$320K 0.02% 660
2021
Q3 		$1.56M Buy
10,287
+323
+3% +$49.2K 0.01% 729
2021
Q2 		$1.36M Buy
9,964
+386
+4% +$51.1K 0.01% 737
2021
Q1 		$1.31M Buy
9,578
+256
+3% +$34.3K 0.01% 691
2020
Q4 		$1.27M Buy
9,322
+164
+2% +$19.2K 0.01% 640
2020
Q3 		$977K Buy
9,158
+857
+10% +$90.2K 0.01% 644
2020
Q2 		$797K Buy
+8,301
New +$695K 0.01% 700
2019
Q4 		– Sell
-4,266
Closed -$282K – 1135
2019
Q3 		$282K Buy
4,266
+1,075
+34% +$75.6K 0.01% 810
2019
Q2 		$226K Buy
+3,191
New +$213K 0.01% 859

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AE Wealth Management's CDNS Position: Q1 2026 in Review

AE Wealth Management increased its Cadence Design Systems (CDNS) stake by 14% in Q1 2026, buying an estimated $658K and bringing the position to 18,338 shares worth $5.1M. The position accounts for 0.03% of the portfolio, ranked #414.

AE Wealth Management first reported a position in CDNS in Q2 2019 and has held it in 26 quarters since. The position peaked at $14.2M in Q4 2023. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • AE Wealth Management held 18,338 shares of Cadence Design Systems worth $5.1M as of Q1 2026.
  • AE Wealth Management bought 2,207 Cadence Design Systems shares in Q1 2026, an estimated $658K.
  • Cadence Design Systems made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #414 holding.
  • AE Wealth Management first reported a position in Cadence Design Systems in Q2 2019 and has held it in 26 quarters since.
  • AE Wealth Management's Cadence Design Systems position peaked at $14.2M in Q4 2023.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.