Moran Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Moran Wealth Management’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	$29M	Sell	104,512 -16,671	-14%	-$4.97M	0.89%	15
2025 Q4	$37.9M	Sell	121,183 -19,592	-14%	-$6.39M	1.16%	8
2025 Q3	$49.4M	Sell	140,775 -6,372	-4%	-$2.19M	1.49%	7
2025 Q2	$45.3M	Sell	147,147 -4,272	-3%	-$1.24M	1.4%	6
2025 Q1	$38.5M	Sell	151,419 -5,527	-4%	-$1.54M	1.29%	8
2024 Q4	$47.2M	Sell	156,946 -3,493	-2%	-$1.02M	1.5%	7
2024 Q3	$43.5M	Sell	160,439 -4,471	-3%	-$1.24M	1.34%	9
2024 Q2	$50.8M	Sell	164,910 -4,621	-3%	-$1.37M	1.67%	3
2024 Q1	$52.8M	Sell	169,531 -9,162	-5%	-$2.71M	1.71%	5
2023 Q4	$48.7M	Sell	178,693 -7,128	-4%	-$1.84M	1.73%	1
2023 Q3	$43.5M	Sell	185,821 -7,168	-4%	-$1.68M	1.69%	1
2023 Q2	$45.3M	Sell	192,989 -7,403	-4%	-$1.61M	1.7%	1
2023 Q1	$42.1M	Sell	200,392 -10,004	-5%	-$1.89M	1.59%	2
2022 Q4	$33.8M	Buy	+210,396	New	+$33.6M	1.28%	9

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Moran Wealth Management's CDNS Position: Q1 2026 in Review

Moran Wealth Management reduced its Cadence Design Systems (CDNS) stake by 14% in Q1 2026, selling an estimated $4.97M and leaving 104,512 shares worth $29M. The position accounts for 0.89% of the portfolio, ranked #15.

Moran Wealth Management first reported a position in CDNS in Q4 2022 and has held it in 14 quarters since. The position peaked at $52.8M in Q1 2024. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Moran Wealth Management held 104,512 shares of Cadence Design Systems worth $29M as of Q1 2026.
Moran Wealth Management sold 16,671 Cadence Design Systems shares in Q1 2026, an estimated $4.97M.
Cadence Design Systems made up 0.89% of Moran Wealth Management's portfolio in Q1 2026, its #15 holding.
Moran Wealth Management first reported a position in Cadence Design Systems in Q4 2022 and has held it in 14 quarters since.
Moran Wealth Management's Cadence Design Systems position peaked at $52.8M in Q1 2024.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.