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Integrated Wealth Concepts’s Cadence Design Systems CDNS Stock Holding History

Integrated Wealth Concepts’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 		$1.65M Buy
5,951
+3,030
+104% +$904K 0.01% 840
2025
Q4 		$913K Sell
2,921
-1,177
-29% -$384K 0.01% 811
2025
Q3 		$1.44M Buy
4,098
+365
+10% +$126K 0.01% 812
2025
Q2 		$1.15M Buy
3,733
+1,530
+69% +$445K 0.01% 855
2025
Q1 		$560K Buy
2,203
+80
+4% +$22.2K 0.01% 1094
2024
Q4 		$638K Buy
2,123
+411
+24% +$119K 0.01% 1016
2024
Q3 		$464K Sell
1,712
-59
-3% -$16.3K 0.01% 1116
2024
Q2 		$545K Sell
1,771
-692
-28% -$205K 0.01% 1010
2024
Q1 		$767K Buy
2,463
+1,140
+86% +$337K 0.01% 869
2023
Q4 		$360K Sell
1,323
-21
-2% -$5.41K 0.01% 1162
2023
Q3 		$315K Buy
1,344
+37
+3% +$8.66K 0.01% 1205
2023
Q2 		$307K Buy
+1,307
New +$284K 0.01% 1208

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

Integrated Wealth Concepts's CDNS Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Cadence Design Systems (CDNS) stake by 104% in Q1 2026, buying an estimated $904K and bringing the position to 5,951 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #840.

Integrated Wealth Concepts first reported a position in CDNS in Q2 2023 and has held it in 12 quarters since. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Integrated Wealth Concepts held 5,951 shares of Cadence Design Systems worth $1.65M as of Q1 2026.
  • Integrated Wealth Concepts bought 3,030 Cadence Design Systems shares in Q1 2026, an estimated $904K.
  • Cadence Design Systems made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #840 holding.
  • Integrated Wealth Concepts first reported a position in Cadence Design Systems in Q2 2023 and has held it in 12 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.