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Dynasty Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Dynasty 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
2025
Q3 		– Sell
-1,667
Closed -$514K – 313
2025
Q2 		$514K Sell
1,667
-405
-20% -$118K 0.01% 180
2025
Q1 		$527K Sell
2,072
-6
-0.3% -$1.67K 0.01% 194
2024
Q4 		$624K Buy
+2,078
New +$604K 0.01% 186

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dynasty Wealth Management's CDNS Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Cadence Design Systems (CDNS) in Q3 2025, closing a stake of 1,667 shares — an estimated $514K sold.

Dynasty Wealth Management first reported a position in CDNS in Q4 2024 and held it in 3 quarters. The position peaked at $624K in Q4 2024. 1,382 funds tracked by Wall St. Rank hold CDNS as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Cadence Design Systems position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 1,667 Cadence Design Systems shares in Q3 2025, an estimated $514K.
  • Dynasty Wealth Management first reported a position in Cadence Design Systems in Q4 2024 and held it in 3 quarters.
  • Dynasty Wealth Management's Cadence Design Systems position peaked at $624K in Q4 2024.
  • 1,382 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.