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

Gitterman 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
2025
Q3 		– Sell
-603
Closed -$186K – 165
2025
Q2 		$186K Buy
+603
New +$175K 0.04% 160

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gitterman Wealth Management's CDNS Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Cadence Design Systems (CDNS) in Q3 2025, closing a stake of 603 shares — an estimated $186K sold.

Gitterman Wealth Management first reported a position in CDNS in Q2 2025 and held it in 1 quarter. The position peaked at $186K in Q2 2025. 1,382 funds tracked by Wall St. Rank hold CDNS as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Cadence Design Systems position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 603 Cadence Design Systems shares in Q3 2025, an estimated $186K.
  • Gitterman Wealth Management first reported a position in Cadence Design Systems in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Cadence Design Systems position peaked at $186K in Q2 2025.
  • 1,382 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.