Atria Wealth Solutions’s Cadence Design Systems CDNS Stock Holding History

Atria Wealth Solutions’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 Q2	$4.32M	Sell	14,013 -13,288	-49%	-$3.86M	0.1%	239
2025 Q1	$6.94M	Sell	27,301 -2,770	-9%	-$770K	0.08%	254
2024 Q4	$9.04M	Sell	30,071 -5,314	-15%	-$1.54M	0.1%	209
2024 Q3	$9.59M	Sell	35,385 -5,082	-13%	-$1.4M	0.1%	201
2024 Q2	$12.5M	Buy	40,467 +1,384	+4%	+$410K	0.14%	157
2024 Q1	$12.2M	Buy	39,083 +1,203	+3%	+$356K	0.14%	163
2023 Q4	$10.3M	Buy	37,880 +16,526	+77%	+$4.26M	0.13%	163
2023 Q3	$5M	Buy	21,354 +551	+3%	+$129K	0.07%	291
2023 Q2	$4.88M	Buy	20,803 +8,411	+68%	+$1.83M	0.07%	292
2023 Q1	$2.6M	Buy	12,392 +175	+1%	+$33.1K	0.04%	452
2022 Q4	$1.96M	Sell	12,217 -1,365	-10%	-$218K	0.03%	521
2022 Q3	$2.22M	Buy	13,582 +2,898	+27%	+$498K	0.04%	442
2022 Q2	$1.6M	Buy	10,684 +3,030	+40%	+$457K	0.03%	514
2022 Q1	$1.26M	Buy	+7,654	New	+$1.17M	0.02%	634

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's CDNS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Cadence Design Systems (CDNS) stake by 49% in Q2 2025, selling an estimated $3.86M and leaving 14,013 shares worth $4.32M. The position accounts for 0.1% of the portfolio, ranked #239.

Atria Wealth Solutions first reported a position in CDNS in Q1 2022 and has held it in 14 quarters since. The position peaked at $12.5M in Q2 2024. 1,331 funds tracked by Wall St. Rank hold CDNS as of Q2 2025.

Atria Wealth Solutions held 14,013 shares of Cadence Design Systems worth $4.32M as of Q2 2025.
Atria Wealth Solutions sold 13,288 Cadence Design Systems shares in Q2 2025, an estimated $3.86M.
Cadence Design Systems made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #239 holding.
Atria Wealth Solutions first reported a position in Cadence Design Systems in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Cadence Design Systems position peaked at $12.5M in Q2 2024.
1,331 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.