Elk River Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Elk River 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	$551K	Hold	1,984	–	–	0.09%	70
2025 Q4	$620K	Hold	1,984	–	–	0.1%	69
2025 Q3	$697K	Hold	1,984	–	–	0.11%	60
2025 Q2	$611K	Hold	1,984	–	–	0.11%	63
2025 Q1	$505K	Sell	1,984 -16	-0.8%	-$4.45K	0.09%	66
2024 Q4	$601K	Hold	2,000	–	–	0.11%	61
2024 Q3	$542K	Hold	2,000	–	–	0.1%	68
2024 Q2	$616K	Hold	2,000	–	–	0.12%	58
2024 Q1	$623K	Hold	2,000	–	–	0.13%	56
2023 Q4	$545K	Hold	2,000	–	–	0.1%	73
2023 Q3	$469K	Hold	2,000	–	–	0.1%	78
2023 Q2	$469K	Hold	2,000	–	–	0.1%	78
2023 Q1	$420K	Hold	2,000	–	–	0.1%	80
2022 Q4	$321K	Hold	2,000	–	–	0.08%	91
2022 Q3	$327K	Hold	2,000	–	–	0.09%	85
2022 Q2	$300K	Hold	2,000	–	–	0.08%	90
2022 Q1	$329K	Hold	2,000	–	–	0.07%	97
2021 Q4	$373K	Hold	2,000	–	–	0.08%	101
2021 Q3	$303K	Hold	2,000	–	–	0.08%	99
2021 Q2	$274K	Hold	2,000	–	–	0.07%	103
2021 Q1	$274K	Hold	2,000	–	–	0.08%	104
2020 Q4	$273K	Buy	+2,000	New	+$235K	0.09%	104

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

Elk River Wealth Management's CDNS Position: Q1 2026 in Review

Elk River Wealth Management held its Cadence Design Systems (CDNS) position steady in Q1 2026 at 1,984 shares worth $551K. The position accounts for 0.09% of the portfolio, ranked #70.

Elk River Wealth Management first reported a position in CDNS in Q4 2020 and has held it in 22 quarters since. The position peaked at $697K in Q3 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Elk River Wealth Management held 1,984 shares of Cadence Design Systems worth $551K as of Q1 2026.
Elk River Wealth Management left its Cadence Design Systems share count unchanged in Q1 2026.
Cadence Design Systems made up 0.09% of Elk River Wealth Management's portfolio in Q1 2026, its #70 holding.
Elk River Wealth Management first reported a position in Cadence Design Systems in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's Cadence Design Systems position peaked at $697K in Q3 2025.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.