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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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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. 1,435 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.
  • 1,435 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.