Leo Wealth LLC’s Cadence Design Systems CDNS Stock Holding History

Leo Wealth LLC’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	-662	Closed	-$233K	–	423
2025 Q3	$233K	Sell	662 -45	-6%	-$15.5K	0.03%	258
2025 Q2	$218K	Buy	+707	New	+$206K	0.02%	364
2025 Q1	–	Sell	-800	Closed	-$240K	–	290
2024 Q4	$240K	Buy	800 +20	+3%	+$5.81K	0.02%	318
2024 Q3	$211K	Buy	780 +48	+7%	+$13.3K	0.02%	323
2024 Q2	$225K	Buy	732 +10	+1%	+$2.96K	0.02%	309
2024 Q1	$225K	Buy	+722	New	+$214K	0.02%	306

Other funds holding CDNS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Leo Wealth LLC's CDNS Position: Q4 2025 in Review

Leo Wealth LLC sold out of Cadence Design Systems (CDNS) in Q4 2025, closing a stake of 662 shares — an estimated $233K sold.

Leo Wealth LLC first reported a position in CDNS in Q1 2024 and held it in 6 quarters. The position peaked at $240K in Q4 2024. 1,438 funds tracked by Wall St. Rank hold CDNS as of Q4 2025.

Leo Wealth LLC reported no remaining Cadence Design Systems position as of Q4 2025 after selling out during the quarter.
Leo Wealth LLC sold 662 Cadence Design Systems shares in Q4 2025, an estimated $233K.
Leo Wealth LLC first reported a position in Cadence Design Systems in Q1 2024 and held it in 6 quarters.
Leo Wealth LLC's Cadence Design Systems position peaked at $240K in Q4 2024.
1,438 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2025.

Based on Leo Wealth LLC's 13F filing for Q4 2025, filed 21 Jan 2026.