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Pinnacle Wealth Planning Services’s Cadence Design Systems CDNS Stock Holding History

Pinnacle Wealth Planning Services’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 		$341K Sell
1,226
-48
-4% -$14.3K 0.04% 298
2025
Q4 		$398K Sell
1,274
-1
-0.1% -$326 0.04% 256
2025
Q3 		$448K Sell
1,275
-26
-2% -$8.95K 0.05% 236
2025
Q2 		$401K Buy
1,301
+72
+6% +$20.9K 0.05% 235
2025
Q1 		$313K Buy
1,229
+20
+2% +$5.56K 0.05% 250
2024
Q4 		$363K Sell
1,209
-317
-21% -$92.2K 0.05% 211
2024
Q3 		$414K Sell
1,526
-23
-1% -$6.36K 0.06% 226
2024
Q2 		$477K Buy
1,549
+318
+26% +$94.2K 0.07% 192
2024
Q1 		$383K Hold
1,231
– – 0.06% 237
2023
Q4 		$335K Sell
1,231
-18
-1% -$4.64K 0.05% 242
2023
Q3 		$293K Buy
1,249
+8
+0.6% +$1.87K 0.05% 258
2023
Q2 		$291K Hold
1,241
– – 0.05% 268
2023
Q1 		$261K Sell
1,241
-12
-1% -$2.27K 0.04% 301
2022
Q4 		$201K Buy
+1,253
New +$200K 0.04% 376
2022
Q2 		– Sell
-1,671
Closed -$275K – 430
2022
Q1 		$275K Buy
1,671
+512
+44% +$78.5K 0.05% 284
2021
Q4 		$216K Buy
+1,159
New +$202K 0.04% 345
2021
Q1 		– Sell
-851
Closed -$116K – 629
2020
Q4 		$116K Buy
+851
New +$99.8K 0.03% 415
2019
Q3 		– Sell
-3,249
Closed -$230K – 207
2019
Q2 		$230K Buy
3,249
+1
+0% +$67 0.14% 145
2019
Q1 		$206K Buy
+3,248
New +$172K 0.14% 142

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

Pinnacle Wealth Planning Services's CDNS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Cadence Design Systems (CDNS) stake by 3.8% in Q1 2026, selling an estimated $14.3K and leaving 1,226 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #298.

Pinnacle Wealth Planning Services first reported a position in CDNS in Q1 2019 and has held it in 19 quarters since. The position peaked at $477K in Q2 2024. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,226 shares of Cadence Design Systems worth $341K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 48 Cadence Design Systems shares in Q1 2026, an estimated $14.3K.
  • Cadence Design Systems made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #298 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cadence Design Systems in Q1 2019 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's Cadence Design Systems position peaked at $477K in Q2 2024.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.