EWP
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Elevation Wealth Partners’s Cadence Design Systems CDNS Stock Holding History

Elevation Wealth Partners’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 		$24.4K Sell
74
-30
-29% -$9.86K 0.01% 613
2026
Q2 		$39K Buy
104
+14
+16% +$4.91K 0.01% 369
2026
Q1 		$25K Buy
90
+7
+8% +$2.09K 0.01% 332
2025
Q4 		$25.9K Sell
83
-5
-6% -$1.63K 0.01% 321
2025
Q3 		$30.9K Buy
88
+5
+6% +$1.72K 0.01% 291
2025
Q2 		$25.6K Hold
83
– – 0.01% 299
2025
Q1 		$21.1K Sell
83
-154
-65% -$42.8K 0.01% 308
2024
Q4 		$71.2K Hold
237
– – 0.03% 198
2024
Q3 		$64.2K Hold
237
– – 0.03% 198
2024
Q2 		$72.9K Hold
237
– – 0.03% 183
2024
Q1 		$73.8K Buy
+237
New +$70.1K 0.04% 189

Other funds holding CDNS

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Elevation Wealth Partners's CDNS Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Cadence Design Systems (CDNS) stake by 29% in Q3 2026, selling an estimated $9.86K and leaving 74 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #613.

Elevation Wealth Partners first reported a position in CDNS in Q1 2024 and has held it in 11 quarters since. The position peaked at $73.8K in Q1 2024. 43 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

  • Elevation Wealth Partners held 74 shares of Cadence Design Systems worth $24.4K as of Q3 2026.
  • Elevation Wealth Partners sold 30 Cadence Design Systems shares in Q3 2026, an estimated $9.86K.
  • Cadence Design Systems made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #613 holding.
  • Elevation Wealth Partners first reported a position in Cadence Design Systems in Q1 2024 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Cadence Design Systems position peaked at $73.8K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.