Cherry Tree Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Cherry Tree 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	$834	Hold	3	–	–	﹤0.01%	545
2025 Q4	$938	Hold	3	–	–	﹤0.01%	543
2025 Q3	$1.05K	Hold	3	–	–	﹤0.01%	541
2025 Q2	$925	Sell	3 -5	-63%	-$1.45K	﹤0.01%	558
2025 Q1	$2.04K	Hold	8	–	–	﹤0.01%	631
2024 Q4	$2.4K	Buy	8 +5	+167%	+$1.45K	﹤0.01%	529
2024 Q3	$814	Hold	3	–	–	﹤0.01%	571
2024 Q2	$924	Hold	3	–	–	﹤0.01%	550
2024 Q1	$934	Hold	3	–	–	﹤0.01%	549
2023 Q4	$818	Hold	3	–	–	﹤0.01%	551
2023 Q3	$703	Hold	3	–	–	﹤0.01%	549
2023 Q2	$704	Buy	+3	New	+$653	﹤0.01%	552

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

Cherry Tree Wealth Management's CDNS Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Cadence Design Systems (CDNS) position steady in Q1 2026 at 3 shares worth $834. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Cherry Tree Wealth Management first reported a position in CDNS in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.4K in Q4 2024. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Cherry Tree Wealth Management held 3 shares of Cadence Design Systems worth $834 as of Q1 2026.
Cherry Tree Wealth Management left its Cadence Design Systems share count unchanged in Q1 2026.
Cadence Design Systems made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #545 holding.
Cherry Tree Wealth Management first reported a position in Cadence Design Systems in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Cadence Design Systems position peaked at $2.4K in Q4 2024.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.