MSWA
CDNS icon

Marshall & Sterling Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-101
Closed -$35.5K – 386
2025
Q3 		$35.5K Hold
101
– – 0.02% 210
2025
Q2 		$31.1K Hold
101
– – 0.02% 218
2025
Q1 		$25.7K Buy
+101
New +$28.1K 0.02% 233

Other funds holding CDNS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marshall & Sterling Wealth Advisors's CDNS Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q4 2025, closing a stake of 101 shares — an estimated $35.5K sold.

Marshall & Sterling Wealth Advisors first reported a position in CDNS in Q1 2025 and held it in 3 quarters. The position peaked at $35.5K in Q3 2025. 1,441 funds tracked by Wall St. Rank hold CDNS as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Cadence Design Systems position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 101 Cadence Design Systems shares in Q4 2025, an estimated $35.5K.
  • Marshall & Sterling Wealth Advisors first reported a position in Cadence Design Systems in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Cadence Design Systems position peaked at $35.5K in Q3 2025.
  • 1,441 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.