Caldwell Trust’s Cadence Design Systems CDNS Stock Holding History

Caldwell Trust’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 Q4	–	Sell	-37	Closed	-$13K	–	762
2025 Q3	$13K	Buy	+37	New	+$12.7K	﹤0.01%	623

Other funds holding CDNS

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

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

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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Caldwell Trust's CDNS Position: Q4 2025 in Review

Caldwell Trust sold out of Cadence Design Systems (CDNS) in Q4 2025, closing a stake of 37 shares — an estimated $13K sold.

Caldwell Trust first reported a position in CDNS in Q3 2025 and held it in 1 quarter. The position peaked at $13K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold CDNS as of Q4 2025.

Caldwell Trust reported no remaining Cadence Design Systems position as of Q4 2025 after selling out during the quarter.
Caldwell Trust sold 37 Cadence Design Systems shares in Q4 2025, an estimated $13K.
Caldwell Trust first reported a position in Cadence Design Systems in Q3 2025 and held it in 1 quarter.
Caldwell Trust's Cadence Design Systems position peaked at $13K in Q3 2025.
1,436 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.