GWM
CDNS icon

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

Greenline 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
2026
Q1 		– Sell
-108
Closed -$33.6K – 171
2025
Q4 		$33.6K Buy
+108
New +$35.2K 0.03% 228

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

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

Greenline Wealth Management sold out of Cadence Design Systems (CDNS) in Q1 2026, closing a stake of 108 shares — an estimated $33.6K sold.

Greenline Wealth Management first reported a position in CDNS in Q4 2025 and held it in 1 quarter. The position peaked at $33.6K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Greenline Wealth Management reported no remaining Cadence Design Systems position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 108 Cadence Design Systems shares in Q1 2026, an estimated $33.6K.
  • Greenline Wealth Management first reported a position in Cadence Design Systems in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Cadence Design Systems position peaked at $33.6K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.