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

SHP 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
2026
Q1 		$19.4K Buy
70
+32
+84% +$9.55K ﹤0.01% 733
2025
Q4 		$11.9K Buy
+38
New +$12.4K ﹤0.01% 791

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SHP Wealth Management's CDNS Position: Q1 2026 in Review

SHP Wealth Management increased its Cadence Design Systems (CDNS) stake by 84% in Q1 2026, buying an estimated $9.55K and bringing the position to 70 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

SHP Wealth Management first reported a position in CDNS in Q4 2025 and has held it in 2 quarters since. 1,401 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • SHP Wealth Management held 70 shares of Cadence Design Systems worth $19.4K as of Q1 2026.
  • SHP Wealth Management bought 32 Cadence Design Systems shares in Q1 2026, an estimated $9.55K.
  • Cadence Design Systems made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #733 holding.
  • SHP Wealth Management first reported a position in Cadence Design Systems in Q4 2025 and has held it in 2 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.