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

Napa 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
2025 Q3	$609K	Sell	1,734 -9	-0.5%	-$3.1K	0.29%	83
2025 Q2	$537K	Sell	1,743 -142	-8%	-$41.3K	0.26%	87
2025 Q1	$479K	Sell	1,885 -29	-2%	-$8.06K	0.27%	120
2024 Q4	$575K	Sell	1,914 -23	-1%	-$6.69K	0.25%	110
2024 Q3	$525K	Sell	1,937 -16	-0.8%	-$4.42K	0.25%	94
2024 Q2	$601K	Sell	1,953 -23	-1%	-$6.81K	0.41%	65
2024 Q1	$615K	Buy	1,976 +70	+4%	+$20.7K	0.32%	26
2023 Q4	$519K	Buy	+1,906	New	+$491K	0.28%	64

Other funds holding CDNS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Napa Wealth Management's CDNS Position: Q3 2025 in Review

Napa Wealth Management reduced its Cadence Design Systems (CDNS) stake by 0.52% in Q3 2025, selling an estimated $3.1K and leaving 1,734 shares worth $609K. The position accounts for 0.29% of the portfolio, ranked #83.

Napa Wealth Management first reported a position in CDNS in Q4 2023 and has held it in 8 quarters since. The position peaked at $615K in Q1 2024. 1,383 funds tracked by Wall St. Rank hold CDNS as of Q3 2025.

Napa Wealth Management held 1,734 shares of Cadence Design Systems worth $609K as of Q3 2025.
Napa Wealth Management sold 9 Cadence Design Systems shares in Q3 2025, an estimated $3.1K.
Cadence Design Systems made up 0.29% of Napa Wealth Management's portfolio in Q3 2025, its #83 holding.
Napa Wealth Management first reported a position in Cadence Design Systems in Q4 2023 and has held it in 8 quarters since.
Napa Wealth Management's Cadence Design Systems position peaked at $615K in Q1 2024.
1,383 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.