Estate Planners Group’s Cadence Design Systems CDNS Stock Holding History

Estate Planners Group’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	–	Sell	-111	Closed	-$34.7K	–	126
2025 Q4	$34.7K	Buy	+111	New	+$36.2K	0.02%	170

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Estate Planners Group's CDNS Position: Q1 2026 in Review

Estate Planners Group sold out of Cadence Design Systems (CDNS) in Q1 2026, closing a stake of 111 shares — an estimated $34.7K sold.

Estate Planners Group first reported a position in CDNS in Q4 2025 and held it in 1 quarter. The position peaked at $34.7K in Q4 2025. 1,410 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Estate Planners Group reported no remaining Cadence Design Systems position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 111 Cadence Design Systems shares in Q1 2026, an estimated $34.7K.
Estate Planners Group first reported a position in Cadence Design Systems in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Cadence Design Systems position peaked at $34.7K in Q4 2025.
1,410 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.