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Grey Fox Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Grey Fox 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
2025
Q4 		– Sell
-19
Closed -$6.67K – 201
2025
Q3 		$6.67K Buy
+19
New +$6.54K ﹤0.01% 449

Other funds holding CDNS

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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

Grey Fox Wealth Advisors's CDNS Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q4 2025, closing a stake of 19 shares — an estimated $6.67K sold.

Grey Fox Wealth Advisors first reported a position in CDNS in Q3 2025 and held it in 1 quarter. The position peaked at $6.67K in Q3 2025. 1,441 funds tracked by Wall St. Rank hold CDNS as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Cadence Design Systems position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 19 Cadence Design Systems shares in Q4 2025, an estimated $6.67K.
  • Grey Fox Wealth Advisors first reported a position in Cadence Design Systems in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Cadence Design Systems position peaked at $6.67K in Q3 2025.
  • 1,441 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.