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Morningstar Investment Management’s Cadence Design Systems CDNS Stock Holding History

Morningstar Investment 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
2025
Q3 		– Sell
-844
Closed -$260K – 482
2025
Q2 		$260K Buy
+844
New +$245K 0.02% 174

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morningstar Investment Management's CDNS Position: Q3 2025 in Review

Morningstar Investment Management sold out of Cadence Design Systems (CDNS) in Q3 2025, closing a stake of 844 shares — an estimated $260K sold.

Morningstar Investment Management first reported a position in CDNS in Q2 2025 and held it in 1 quarter. The position peaked at $260K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold CDNS as of Q3 2025.

  • Morningstar Investment Management reported no remaining Cadence Design Systems position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 844 Cadence Design Systems shares in Q3 2025, an estimated $260K.
  • Morningstar Investment Management first reported a position in Cadence Design Systems in Q2 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Cadence Design Systems position peaked at $260K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.