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

MorganRosel 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 		– Sell
-1,896
Closed -$593K – 105
2025
Q4 		$593K Sell
1,896
-731
-28% -$239K 0.15% 82
2025
Q3 		$923K Buy
2,627
+2,617
+26,170% +$900K 0.24% 68
2025
Q2 		$3.08K Hold
10
– – ﹤0.01% 308
2025
Q1 		$2.54K Buy
+10
New +$2.78K ﹤0.01% 305
2024
Q3 		– Sell
-2,965
Closed -$912K – 106
2024
Q2 		$912K Sell
2,965
-309
-9% -$91.5K 0.32% 56
2024
Q1 		$1.02M Buy
+3,274
New +$968K 0.36% 53

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

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

MorganRosel Wealth Management sold out of Cadence Design Systems (CDNS) in Q1 2026, closing a stake of 1,896 shares — an estimated $593K sold.

MorganRosel Wealth Management first reported a position in CDNS in Q1 2024 and held it in 6 quarters. The position peaked at $1.02M in Q1 2024. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • MorganRosel Wealth Management reported no remaining Cadence Design Systems position as of Q1 2026 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,896 Cadence Design Systems shares in Q1 2026, an estimated $593K.
  • MorganRosel Wealth Management first reported a position in Cadence Design Systems in Q1 2024 and held it in 6 quarters.
  • MorganRosel Wealth Management's Cadence Design Systems position peaked at $1.02M in Q1 2024.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.