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National Wealth Management Group’s Cadence Design Systems CDNS Stock Holding History

National Wealth Management Group’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
Q4 		– Sell
-1,281
Closed -$450K – 251
2025
Q3 		$450K Buy
+1,281
New +$441K 0.17% 136
2025
Q1 		– Sell
-1,749
Closed -$526K – 153
2024
Q4 		$526K Sell
1,749
-753
-30% -$219K 0.35% 64
2024
Q3 		$678K Buy
+2,502
New +$692K 0.46% 50
2023
Q2 		– Sell
-1,499
Closed -$302K – 134
2023
Q1 		$302K Buy
+1,499
New +$284K 0.34% 93

Other funds holding CDNS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

National Wealth Management Group's CDNS Position: Q4 2025 in Review

National Wealth Management Group sold out of Cadence Design Systems (CDNS) in Q4 2025, closing a stake of 1,281 shares — an estimated $450K sold.

National Wealth Management Group first reported a position in CDNS in Q1 2023 and held it in 4 quarters. The position peaked at $678K in Q3 2024. 1,441 funds tracked by Wall St. Rank hold CDNS as of Q4 2025.

  • National Wealth Management Group reported no remaining Cadence Design Systems position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 1,281 Cadence Design Systems shares in Q4 2025, an estimated $450K.
  • National Wealth Management Group first reported a position in Cadence Design Systems in Q1 2023 and held it in 4 quarters.
  • National Wealth Management Group's Cadence Design Systems position peaked at $678K in Q3 2024.
  • 1,441 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.