Quotient Wealth Partners’s Cadence Design Systems CDNS Stock Holding History

Quotient Wealth Partners’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	$401K	Sell	1,441 -30	-2%	-$8.95K	0.01%	232
2025 Q4	$460K	Sell	1,471 -180	-11%	-$58.7K	0.01%	208
2025 Q3	$580K	Sell	1,651 -133	-7%	-$45.8K	0.02%	173
2025 Q2	$550K	Buy	1,784 +485	+37%	+$141K	0.02%	172
2025 Q1	$330K	Buy	1,299 +181	+16%	+$50.3K	0.01%	238
2024 Q4	$336K	Buy	1,118 +360	+47%	+$105K	0.01%	226
2024 Q3	$205K	Sell	758 -160	-17%	-$44.2K	0.01%	305
2024 Q2	$283K	Buy	918 +9	+1%	+$2.67K	0.01%	255
2024 Q1	$283K	Sell	909 -95	-9%	-$28.1K	0.01%	239
2023 Q4	$273K	Buy	+1,004	New	+$259K	0.01%	235

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Quotient Wealth Partners's CDNS Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Cadence Design Systems (CDNS) stake by 2% in Q1 2026, selling an estimated $8.95K and leaving 1,441 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #232.

Quotient Wealth Partners first reported a position in CDNS in Q4 2023 and has held it in 10 quarters since. The position peaked at $580K in Q3 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Quotient Wealth Partners held 1,441 shares of Cadence Design Systems worth $401K as of Q1 2026.
Quotient Wealth Partners sold 30 Cadence Design Systems shares in Q1 2026, an estimated $8.95K.
Cadence Design Systems made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #232 holding.
Quotient Wealth Partners first reported a position in Cadence Design Systems in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Cadence Design Systems position peaked at $580K in Q3 2025.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.