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Marcum Wealth’s Cadence Design Systems CDNS Stock Holding History

Marcum Wealth’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
Q1 		$282K Sell
1,108
-15
-1% -$4.17K 0.02% 297
2024
Q4 		$337K Buy
1,123
+44
+4% +$12.8K 0.03% 262
2024
Q3 		$292K Sell
1,079
-92
-8% -$25.4K 0.03% 291
2024
Q2 		$360K Buy
1,171
+26
+2% +$7.7K 0.04% 243
2024
Q1 		$356K Sell
1,145
-14
-1% -$4.14K 0.04% 240
2023
Q4 		$316K Buy
1,159
+79
+7% +$20.4K 0.03% 243
2023
Q3 		$253K Buy
1,080
+56
+5% +$13.1K 0.03% 274
2023
Q2 		$240K Sell
1,024
-25
-2% -$5.44K 0.03% 294
2023
Q1 		$220K Buy
+1,049
New +$198K 0.03% 305

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Marcum Wealth's CDNS Position: Q1 2025 in Review

Marcum Wealth reduced its Cadence Design Systems (CDNS) stake by 1.3% in Q1 2025, selling an estimated $4.17K and leaving 1,108 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #297.

Marcum Wealth first reported a position in CDNS in Q1 2023 and has held it in 9 quarters since. The position peaked at $360K in Q2 2024. 1,230 funds tracked by Wall St. Rank hold CDNS as of Q1 2025.

  • Marcum Wealth held 1,108 shares of Cadence Design Systems worth $282K as of Q1 2025.
  • Marcum Wealth sold 15 Cadence Design Systems shares in Q1 2025, an estimated $4.17K.
  • Cadence Design Systems made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #297 holding.
  • Marcum Wealth first reported a position in Cadence Design Systems in Q1 2023 and has held it in 9 quarters since.
  • Marcum Wealth's Cadence Design Systems position peaked at $360K in Q2 2024.
  • 1,230 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.