MYIA
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Mount Yale Investment Advisors’s Cadence Design Systems CDNS Stock Holding History

Mount Yale Investment 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
2026
Q1 		$1.05M Sell
3,786
-64
-2% -$19.1K 0.02% 500
2025
Q4 		$1.2M Buy
3,850
+1,650
+75% +$538K 0.06% 288
2025
Q3 		$773K Buy
2,200
+2,159
+5,266% +$743K 0.05% 328
2025
Q2 		$12.6K Sell
41
-1,467
-97% -$427K ﹤0.01% 1110
2025
Q1 		$384K Sell
1,508
-325
-18% -$90.4K 0.03% 379
2024
Q4 		$551K Buy
1,833
+920
+101% +$267K 0.04% 327
2024
Q3 		$247K Sell
913
-936
-51% -$259K 0.02% 485
2024
Q2 		$569K Buy
1,849
+828
+81% +$245K 0.05% 316
2024
Q1 		$318K Buy
+1,021
New +$302K 0.02% 437

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