Bartlett & Co Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Bartlett & Co 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	$73K	Buy	209 +16	+8%	+$4.77K	﹤0.01%	619
2025 Q4	$60.3K	Sell	193 -9	-4%	-$2.94K	﹤0.01%	632
2025 Q3	$71K	Buy	202 +19	+10%	+$6.54K	﹤0.01%	612
2025 Q2	$56.4K	Hold	183	–	–	﹤0.01%	637
2025 Q1	$46.5K	Buy	183 +109	+147%	+$30.3K	﹤0.01%	662
2024 Q4	$22.2K	Hold	74	–	–	﹤0.01%	791
2024 Q3	$20.1K	Sell	74 -175	-70%	-$48.4K	﹤0.01%	820
2024 Q2	$76.6K	Buy	249 +49	+25%	+$14.5K	﹤0.01%	588
2024 Q1	$62.3K	Sell	200 -1,507	-88%	-$446K	﹤0.01%	627
2023 Q4	$466K	Buy	+1,707	New	+$440K	0.01%	361
2019 Q3	–	Sell	-6	Closed	-$425	–	886
2019 Q2	$425	Buy	+6	New	+$401	﹤0.01%	731

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bartlett & Co Wealth Management's CDNS Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Cadence Design Systems (CDNS) stake by 8.3% in Q1 2026, buying an estimated $4.77K and bringing the position to 209 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Bartlett & Co Wealth Management first reported a position in CDNS in Q2 2019 and has held it in 11 quarters since. The position peaked at $466K in Q4 2023. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Bartlett & Co Wealth Management held 209 shares of Cadence Design Systems worth $73K as of Q1 2026.
Bartlett & Co Wealth Management bought 16 Cadence Design Systems shares in Q1 2026, an estimated $4.77K.
Cadence Design Systems made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #619 holding.
Bartlett & Co Wealth Management first reported a position in Cadence Design Systems in Q2 2019 and has held it in 11 quarters since.
Bartlett & Co Wealth Management's Cadence Design Systems position peaked at $466K in Q4 2023.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.