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

Pinnacle 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	–	Sell	-744	Closed	-$229K	–	39
2025 Q2	$229K	Sell	744 -4,908	-87%	-$1.43M	0.19%	39
2025 Q1	$1.44M	Sell	5,652 -660	-10%	-$184K	1.62%	14
2024 Q4	$1.9M	Sell	6,312 -52	-0.8%	-$15.1K	2.11%	27
2024 Q3	$1.72M	Buy	6,364 +4	+0.1%	+$1.11K	2.06%	26
2024 Q2	$1.96M	Buy	6,360 +13	+0.2%	+$3.85K	2.45%	21
2024 Q1	$1.98M	Sell	6,347 -5,338	-46%	-$1.58M	2.06%	21
2023 Q4	$3.18M	Buy	11,685 +4,614	+65%	+$1.19M	3.64%	9
2023 Q3	$1.66M	Sell	7,071 -3,505	-33%	-$820K	2.01%	22
2023 Q2	$2.48M	Buy	+10,576	New	+$2.3M	2.5%	10

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 $145B AUM 34.61% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Pinnacle Wealth Management sold out of Cadence Design Systems (CDNS) in Q3 2025, closing a stake of 744 shares — an estimated $229K sold.

Pinnacle Wealth Management first reported a position in CDNS in Q2 2023 and held it in 9 quarters. The position peaked at $3.18M in Q4 2023. 1,382 funds tracked by Wall St. Rank hold CDNS as of Q3 2025.

Pinnacle Wealth Management reported no remaining Cadence Design Systems position as of Q3 2025 after selling out during the quarter.
Pinnacle Wealth Management sold 744 Cadence Design Systems shares in Q3 2025, an estimated $229K.
Pinnacle Wealth Management first reported a position in Cadence Design Systems in Q2 2023 and held it in 9 quarters.
Pinnacle Wealth Management's Cadence Design Systems position peaked at $3.18M in Q4 2023.
1,382 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2025.

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