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Peak Financial Advisors’s Cadence Design Systems CDNS Stock Holding History

Peak Financial 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 		– Sell
-1,954
Closed -$611K – 75
2025
Q4 		$611K Sell
1,954
-5,124
-72% -$1.67M 0.27% 57
2025
Q3 		$2.49M Buy
+7,078
New +$2.44M 1.19% 24

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

Peak Financial Advisors's CDNS Position: Q1 2026 in Review

Peak Financial Advisors sold out of Cadence Design Systems (CDNS) in Q1 2026, closing a stake of 1,954 shares — an estimated $611K sold.

Peak Financial Advisors first reported a position in CDNS in Q3 2025 and held it in 2 quarters. The position peaked at $2.49M in Q3 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Peak Financial Advisors reported no remaining Cadence Design Systems position as of Q1 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 1,954 Cadence Design Systems shares in Q1 2026, an estimated $611K.
  • Peak Financial Advisors first reported a position in Cadence Design Systems in Q3 2025 and held it in 2 quarters.
  • Peak Financial Advisors's Cadence Design Systems position peaked at $2.49M in Q3 2025.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.