Axxcess Wealth Management
CDNS icon

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

Axxcess 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 		$422K Sell
1,279
-356
-22% -$117K 0.02% 621
2026
Q2 		$614K Sell
1,635
-215
-12% -$75.3K 0.01% 657
2026
Q1 		$514K Sell
1,850
-442
-19% -$132K 0.02% 299
2025
Q4 		$716K Sell
2,292
-94
-4% -$30.7K 0.01% 588
2025
Q3 		$838K Buy
2,386
+635
+36% +$218K 0.02% 489
2025
Q2 		$540K Sell
1,751
-91
-5% -$26.5K 0.01% 576
2025
Q1 		$468K Sell
1,842
-328
-15% -$91.2K 0.01% 573
2024
Q4 		$652K Sell
2,170
-463
-18% -$135K 0.02% 491
2024
Q3 		$714K Sell
2,633
-449
-15% -$124K 0.02% 475
2024
Q2 		$948K Sell
3,082
-7,515
-71% -$2.23M 0.03% 387
2024
Q1 		$3.3M Buy
10,597
+1,618
+18% +$479K 0.09% 177
2023
Q4 		$2.45M Buy
8,979
+381
+4% +$98.2K 0.07% 213
2023
Q3 		$2.01M Buy
+8,598
New +$2.01M 0.07% 208
2023
Q2 		– Sell
-7,690
Closed -$1.62M – 610
2023
Q1 		$1.62M Buy
7,690
+927
+14% +$175K 0.12% 166
2022
Q4 		$1.09M Buy
6,763
+4,766
+239% +$762K 0.09% 211
2022
Q3 		$326K Buy
+1,997
New +$343K 0.03% 387
2022
Q1 		– Sell
-3,566
Closed -$665K – 643
2021
Q4 		$665K Buy
+3,566
New +$622K 0.05% 297

Other funds holding CDNS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Axxcess Wealth Management reduced its Cadence Design Systems (CDNS) stake by 22% in Q3 2026, selling an estimated $117K and leaving 1,279 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #621.

Axxcess Wealth Management first reported a position in CDNS in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.3M in Q1 2024. 1,212 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

  • Axxcess Wealth Management held 1,279 shares of Cadence Design Systems worth $422K as of Q3 2026.
  • Axxcess Wealth Management sold 356 Cadence Design Systems shares in Q3 2026, an estimated $117K.
  • Cadence Design Systems made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #621 holding.
  • Axxcess Wealth Management first reported a position in Cadence Design Systems in Q4 2021 and has held it in 17 quarters since.
  • Axxcess Wealth Management's Cadence Design Systems position peaked at $3.3M in Q1 2024.
  • 1,212 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.