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

Aprio 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	$507K	Sell	1,535 -403	-21%	-$132K	0.02%	402
2026 Q2	$727K	Buy	1,938 +211	+12%	+$73.9K	0.04%	298
2026 Q1	$480K	Buy	1,727 +678	+65%	+$202K	0.03%	367
2025 Q4	$339K	Buy	1,049 +200	+24%	+$65.3K	0.02%	406
2025 Q3	$298K	Buy	849 +78	+10%	+$26.8K	0.03%	331
2025 Q2	$238K	Buy	+771	New	+$224K	0.03%	352

Other funds holding CDNS

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Aprio Wealth Management reduced its Cadence Design Systems (CDNS) stake by 21% in Q3 2026, selling an estimated $132K and leaving 1,535 shares worth $507K. The position accounts for 0.02% of the portfolio, ranked #402.

Aprio Wealth Management first reported a position in CDNS in Q2 2025 and has held it in 6 quarters since. The position peaked at $727K in Q2 2026. 749 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

Aprio Wealth Management held 1,535 shares of Cadence Design Systems worth $507K as of Q3 2026.
Aprio Wealth Management sold 403 Cadence Design Systems shares in Q3 2026, an estimated $132K.
Cadence Design Systems made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #402 holding.
Aprio Wealth Management first reported a position in Cadence Design Systems in Q2 2025 and has held it in 6 quarters since.
Aprio Wealth Management's Cadence Design Systems position peaked at $727K in Q2 2026.
749 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.