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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$263K Sell
946
-467
-33% -$139K 0.03% 171
2025
Q4
$442K Buy
1,413
+885
+168% +$289K 0.05% 133
2025
Q3
$185K Hold
528
0.02% 202
2025
Q2
$163K Buy
528
+84
+19% +$24.4K 0.02% 213
2025
Q1
$113K Hold
444
0.01% 249
2024
Q4
$133K Hold
444
0.02% 229
2024
Q3
$120K Buy
444
+35
+9% +$9.68K 0.02% 251
2024
Q2
$126K Hold
409
0.02% 238
2024
Q1
$127K Sell
409
-3
-0.7% -$887 0.02% 250
2023
Q4
$112K Buy
+412
New +$106K 0.02% 243

Other funds holding CDNS

Evermay Wealth Management's CDNS Position: Q1 2026 in Review

Evermay Wealth Management reduced its Cadence Design Systems (CDNS) stake by 33% in Q1 2026, selling an estimated $139K and leaving 946 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #171.

Evermay Wealth Management first reported a position in CDNS in Q4 2023 and has held it in 10 quarters since. The position peaked at $442K in Q4 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Evermay Wealth Management held 946 shares of Cadence Design Systems worth $263K as of Q1 2026.
  • Evermay Wealth Management sold 467 Cadence Design Systems shares in Q1 2026, an estimated $139K.
  • Cadence Design Systems made up 0.03% of Evermay Wealth Management's portfolio in Q1 2026, its #171 holding.
  • Evermay Wealth Management first reported a position in Cadence Design Systems in Q4 2023 and has held it in 10 quarters since.
  • Evermay Wealth Management's Cadence Design Systems position peaked at $442K in Q4 2025.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.