Colonial Trust Advisors’s Cadence Design Systems CDNS Stock Holding History

Colonial Trust Advisors’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	$5.28K	Hold	16	–	–	﹤0.01%	656
2026 Q2	$6K	Buy	16 +6	+60%	+$2.1K	﹤0.01%	645
2026 Q1	$2.78K	Hold	10	–	–	﹤0.01%	643
2025 Q4	$3.13K	Buy	+10	New	+$3.26K	﹤0.01%	616
2024 Q4	–	Sell	-9	Closed	-$2.44K	–	694
2024 Q3	$2.44K	Hold	9	–	–	﹤0.01%	673
2024 Q2	$2.77K	Buy	9 +5	+125%	+$1.48K	﹤0.01%	658
2024 Q1	$1.24K	Sell	4 -6	-60%	-$1.78K	﹤0.01%	845
2023 Q4	$2.72K	Hold	10	–	–	﹤0.01%	673
2023 Q3	$2.34K	Hold	10	–	–	﹤0.01%	703
2023 Q2	$2.34K	Hold	10	–	–	﹤0.01%	727
2023 Q1	$2.1K	Sell	10 -1	-9%	-$189	﹤0.01%	726
2022 Q4	$1.77K	Buy	+11	New	+$1.76K	﹤0.01%	740

Other funds holding CDNS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Colonial Trust Advisors's CDNS Position: Q3 2026 in Review

Colonial Trust Advisors held its Cadence Design Systems (CDNS) position steady in Q3 2026 at 16 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Colonial Trust Advisors first reported a position in CDNS in Q4 2022 and has held it in 12 quarters since. The position peaked at $6K in Q2 2026. 893 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

Colonial Trust Advisors held 16 shares of Cadence Design Systems worth $5.28K as of Q3 2026.
Colonial Trust Advisors left its Cadence Design Systems share count unchanged in Q3 2026.
Cadence Design Systems made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #656 holding.
Colonial Trust Advisors first reported a position in Cadence Design Systems in Q4 2022 and has held it in 12 quarters since.
Colonial Trust Advisors's Cadence Design Systems position peaked at $6K in Q2 2026.
893 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.