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Sound View Wealth Advisors Group’s Cadence Design Systems CDNS Stock Holding History

Sound View Wealth Advisors Group’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 		$214K Sell
769
-323
-30% -$96.4K 0.01% 402
2025
Q4 		$341K Sell
1,092
-5
-0.5% -$1.63K 0.02% 334
2025
Q3 		$385K Sell
1,097
-168
-13% -$57.8K 0.03% 312
2025
Q2 		$390K Sell
1,265
-167
-12% -$48.6K 0.03% 307
2025
Q1 		$364K Sell
1,432
-26
-2% -$7.23K 0.03% 307
2024
Q4 		$438K Buy
1,458
+270
+23% +$78.5K 0.04% 275
2024
Q3 		$322K Buy
1,188
+228
+24% +$63K 0.03% 324
2024
Q2 		$295K Hold
960
– – 0.03% 305
2024
Q1 		$299K Sell
960
-47
-5% -$13.9K 0.03% 307
2023
Q4 		$274K Buy
1,007
+18
+2% +$4.64K 0.03% 322
2023
Q3 		$232K Sell
989
-60
-6% -$14K 0.03% 326
2023
Q2 		$246K Sell
1,049
-62
-6% -$13.5K 0.03% 313
2023
Q1 		$233K Buy
1,111
+104
+10% +$19.7K 0.03% 323
2022
Q4 		$274K Buy
+1,007
New +$161K 0.03% 322

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

Sound View Wealth Advisors Group's CDNS Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Cadence Design Systems (CDNS) stake by 30% in Q1 2026, selling an estimated $96.4K and leaving 769 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #402.

Sound View Wealth Advisors Group first reported a position in CDNS in Q4 2022 and has held it in 14 quarters since. The position peaked at $438K in Q4 2024. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Sound View Wealth Advisors Group held 769 shares of Cadence Design Systems worth $214K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 323 Cadence Design Systems shares in Q1 2026, an estimated $96.4K.
  • Cadence Design Systems made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #402 holding.
  • Sound View Wealth Advisors Group first reported a position in Cadence Design Systems in Q4 2022 and has held it in 14 quarters since.
  • Sound View Wealth Advisors Group's Cadence Design Systems position peaked at $438K in Q4 2024.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.