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

Heritage 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 		$286K Sell
1,028
-7,002
-87% -$2.09M 0.01% 176
2025
Q4 		$2.51M Buy
+8,030
New +$2.62M 0.1% 57

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Heritage Wealth Advisors reduced its Cadence Design Systems (CDNS) stake by 87% in Q1 2026, selling an estimated $2.09M and leaving 1,028 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #176.

Heritage Wealth Advisors first reported a position in CDNS in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.51M in Q4 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Heritage Wealth Advisors held 1,028 shares of Cadence Design Systems worth $286K as of Q1 2026.
  • Heritage Wealth Advisors sold 7,002 Cadence Design Systems shares in Q1 2026, an estimated $2.09M.
  • Cadence Design Systems made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #176 holding.
  • Heritage Wealth Advisors first reported a position in Cadence Design Systems in Q4 2025 and has held it in 2 quarters since.
  • Heritage Wealth Advisors's Cadence Design Systems position peaked at $2.51M in Q4 2025.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

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