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

Invera 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 		$396K Sell
1,424
-9
-0.6% -$2.69K 0.25% 79
2025
Q4 		$448K Buy
+1,433
New +$468K 0.28% 68

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

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

Invera Wealth Advisors reduced its Cadence Design Systems (CDNS) stake by 0.63% in Q1 2026, selling an estimated $2.69K and leaving 1,424 shares worth $396K. The position accounts for 0.25% of the portfolio, ranked #79.

Invera Wealth Advisors first reported a position in CDNS in Q4 2025 and has held it in 2 quarters since. The position peaked at $448K in Q4 2025. 1,398 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Invera Wealth Advisors held 1,424 shares of Cadence Design Systems worth $396K as of Q1 2026.
  • Invera Wealth Advisors sold 9 Cadence Design Systems shares in Q1 2026, an estimated $2.69K.
  • Cadence Design Systems made up 0.25% of Invera Wealth Advisors's portfolio in Q1 2026, its #79 holding.
  • Invera Wealth Advisors first reported a position in Cadence Design Systems in Q4 2025 and has held it in 2 quarters since.
  • Invera Wealth Advisors's Cadence Design Systems position peaked at $448K in Q4 2025.
  • 1,398 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.