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Phillips Wealth Planners’s Cadence Design Systems CDNS Stock Holding History

Phillips Wealth Planners’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 		$220K Sell
604
-35
-5% -$10.4K 0.17% 195
2025
Q4 		$201K Buy
639
+20
+3% +$6.53K 0.16% 186
2025
Q3 		$219K Buy
+619
New +$213K 0.18% 185

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

Phillips Wealth Planners's CDNS Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Cadence Design Systems (CDNS) stake by 5.5% in Q1 2026, selling an estimated $10.4K and leaving 604 shares worth $220K. The position accounts for 0.17% of the portfolio, ranked #195.

Phillips Wealth Planners first reported a position in CDNS in Q3 2025 and has held it in 3 quarters since. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Phillips Wealth Planners held 604 shares of Cadence Design Systems worth $220K as of Q1 2026.
  • Phillips Wealth Planners sold 35 Cadence Design Systems shares in Q1 2026, an estimated $10.4K.
  • Cadence Design Systems made up 0.17% of Phillips Wealth Planners's portfolio in Q1 2026, its #195 holding.
  • Phillips Wealth Planners first reported a position in Cadence Design Systems in Q3 2025 and has held it in 3 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.