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Evergreen Private Wealth’s Cadence Design Systems CDNS Stock Holding History

Evergreen Private Wealth’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
Q4 		– Sell
-23
Closed -$8.08K – 110
2025
Q3 		$8.08K Hold
23
– – ﹤0.01% 162
2025
Q2 		$7.09K Buy
+23
New +$6.69K ﹤0.01% 166

Other funds holding CDNS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evergreen Private Wealth's CDNS Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Cadence Design Systems (CDNS) in Q4 2025, closing a stake of 23 shares — an estimated $8.08K sold.

Evergreen Private Wealth first reported a position in CDNS in Q2 2025 and held it in 2 quarters. The position peaked at $8.08K in Q3 2025. 1,441 funds tracked by Wall St. Rank hold CDNS as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Cadence Design Systems position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 23 Cadence Design Systems shares in Q4 2025, an estimated $8.08K.
  • Evergreen Private Wealth first reported a position in Cadence Design Systems in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's Cadence Design Systems position peaked at $8.08K in Q3 2025.
  • 1,441 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.