Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Cadence Design Systems CDNS Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.89M Sell
14,001
-1,999
-12% -$596K 0.01% 915
2025
Q4 		$5M Sell
16,000
-1,530
-9% -$499K 0.01% 774
2025
Q3 		$6.16M Buy
17,530
+5,283
+43% +$1.82M 0.02% 631
2025
Q2 		$3.77M Buy
12,247
+5,002
+69% +$1.45M 0.01% 682
2025
Q1 		$1.84M Buy
7,245
+183
+3% +$50.9K 0.01% 855
2024
Q4 		$2.12M Sell
7,062
-295
-4% -$85.8K 0.01% 764
2024
Q3 		$1.99M Sell
7,357
-274
-4% -$75.8K 0.01% 701
2024
Q2 		$2.35M Buy
7,631
+374
+5% +$111K 0.01% 604
2024
Q1 		$2.26M Buy
7,257
+585
+9% +$173K 0.01% 592
2023
Q4 		$1.82M Buy
6,672
+193
+3% +$49.7K 0.01% 598
2023
Q3 		$1.52M Buy
6,479
+383
+6% +$89.6K 0.01% 612
2023
Q2 		$1.43M Buy
6,096
+121
+2% +$26.3K 0.01% 601
2023
Q1 		$1.25M Buy
5,975
+258
+5% +$48.8K 0.01% 590
2022
Q4 		$918K Buy
5,717
+58
+1% +$9.27K 0.01% 643
2022
Q3 		$925K Buy
5,659
+548
+11% +$94.2K 0.01% 582
2022
Q2 		$767K Buy
5,111
+2,033
+66% +$307K 0.01% 624
2022
Q1 		$506K Buy
3,078
+552
+22% +$84.7K ﹤0.01% 728
2021
Q4 		$471K Buy
+2,526
New +$440K ﹤0.01% 748
2021
Q2 		$223K Hold
1,632
– – ﹤0.01% 868
2021
Q1 		$223K Hold
1,632
– – ﹤0.01% 868
2020
Q4 		$223K Hold
1,632
– – ﹤0.01% 868
2020
Q3 		$223K Hold
1,632
– – ﹤0.01% 868
2020
Q2 		$223K Hold
1,632
– – ﹤0.01% 868
2020
Q1 		$223K Hold
1,632
– – ﹤0.01% 868
2019
Q4 		$223K Hold
1,632
– – ﹤0.01% 868
2019
Q3 		$223K Hold
1,632
– – ﹤0.01% 868
2019
Q2 		$223K Hold
1,632
– – ﹤0.01% 868
2019
Q1 		$223K Buy
1,632
+1,471
+914% +$77.9K ﹤0.01% 868
2018
Q4 		$7K Buy
161
+113
+235% +$4.91K ﹤0.01% 1433
2018
Q3 		$2K Buy
+48
New +$2.19K ﹤0.01% 1508

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CDNS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Cadence Design Systems (CDNS) stake by 12% in Q1 2026, selling an estimated $596K and leaving 14,001 shares worth $3.89M. The position accounts for 0.01% of the portfolio, ranked #915.

Carson Wealth (CWM LLC) first reported a position in CDNS in Q3 2018 and has held it in 30 quarters since. The position peaked at $6.16M in Q3 2025. 1,403 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,001 shares of Cadence Design Systems worth $3.89M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,999 Cadence Design Systems shares in Q1 2026, an estimated $596K.
  • Cadence Design Systems made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #915 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cadence Design Systems in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Cadence Design Systems position peaked at $6.16M in Q3 2025.
  • 1,403 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.