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Exencial Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Exencial Wealth Advisors’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
-698
Closed -$218K – 570
2025
Q4 		$218K Sell
698
-33
-5% -$10.8K 0.01% 526
2025
Q3 		$257K Buy
731
+28
+4% +$9.63K 0.01% 473
2025
Q2 		$217K Sell
703
-135
-16% -$39.3K 0.01% 471
2025
Q1 		$213K Sell
838
-202
-19% -$56.2K 0.01% 477
2024
Q4 		$313K Buy
+1,040
New +$302K 0.01% 427

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Exencial Wealth Advisors's CDNS Position: Q1 2026 in Review

Exencial Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q1 2026, closing a stake of 698 shares — an estimated $218K sold.

Exencial Wealth Advisors first reported a position in CDNS in Q4 2024 and held it in 5 quarters. The position peaked at $313K in Q4 2024. 1,403 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Exencial Wealth Advisors reported no remaining Cadence Design Systems position as of Q1 2026 after selling out during the quarter.
  • Exencial Wealth Advisors sold 698 Cadence Design Systems shares in Q1 2026, an estimated $218K.
  • Exencial Wealth Advisors first reported a position in Cadence Design Systems in Q4 2024 and held it in 5 quarters.
  • Exencial Wealth Advisors's Cadence Design Systems position peaked at $313K in Q4 2024.
  • 1,403 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.