Steward Partners Investment Advisory’s Cadence Design Systems CDNS Stock Holding History

Steward Partners Investment Advisory’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	$9.07M	Buy	32,657 +6,983	+27%	+$2.08M	0.05%	351
2025 Q4	$8.03M	Buy	25,674 +747	+3%	+$244K	0.04%	351
2025 Q3	$8.76M	Buy	24,927 +716	+3%	+$246K	0.05%	317
2025 Q2	$7.46M	Sell	24,211 -663	-3%	-$193K	0.06%	321
2025 Q1	$6.33M	Buy	24,874 +206	+0.8%	+$57.3K	0.06%	336
2024 Q4	$7.41M	Buy	24,668 +9,291	+60%	+$2.7M	0.07%	290
2024 Q3	$4.17M	Sell	15,377 -14,435	-48%	-$3.99M	0.04%	412
2024 Q2	$9.17M	Sell	29,812 -970	-3%	-$287K	0.1%	213
2024 Q1	$9.58M	Sell	30,782 -437	-1%	-$129K	0.11%	201
2023 Q4	$8.5M	Sell	31,219 -239	-0.8%	-$61.6K	0.12%	191
2023 Q3	$7.37M	Buy	31,458 +15,336	+95%	+$3.59M	0.11%	192
2023 Q2	$3.78M	Sell	16,122 -1,009	-6%	-$220K	0.06%	320
2023 Q1	$3.6M	Sell	17,131 -513	-3%	-$97K	0.06%	325
2022 Q4	$2.83M	Sell	17,644 -2,157	-11%	-$345K	0.05%	364
2022 Q3	$3.24M	Sell	19,801 -243	-1%	-$41.8K	0.06%	316
2022 Q2	$3.01M	Buy	20,044 +67	+0.3%	+$10.1K	0.06%	338
2022 Q1	$3.29M	Sell	19,977 -1,140	-5%	-$175K	0.05%	351
2021 Q4	$3.94M	Buy	21,117 +15,118	+252%	+$2.64M	0.06%	315
2021 Q3	$908K	Sell	5,999 -292	-5%	-$44.5K	0.02%	693
2021 Q2	$861K	Sell	6,291 -603	-9%	-$79.9K	0.01%	735
2021 Q1	$944K	Buy	6,894 +52	+0.8%	+$6.98K	0.02%	666
2020 Q4	$933K	Buy	6,842 +1,715	+33%	+$201K	0.02%	584
2020 Q3	$547K	Buy	5,127 +276	+6%	+$29K	0.01%	640
2020 Q2	$466K	Buy	4,851 +22	+0.5%	+$1.84K	0.01%	648
2020 Q1	$318K	Buy	4,829 +114	+2%	+$7.91K	0.01%	664
2019 Q4	$327K	Sell	4,715 -44	-0.9%	-$2.95K	0.01%	737
2019 Q3	$314K	Buy	4,759 +600	+14%	+$42.2K	0.01%	717
2019 Q2	$294K	Buy	+4,159	New	+$278K	0.01%	702
2018 Q4	–	Sell	-1,494	Closed	-$68K	–	964
2018 Q3	$68K	Buy	+1,494	New	+$68K	﹤0.01%	1071
2017 Q4	–	Sell	-188	Closed	-$7K	–	1873
2017 Q3	$7K	Hold	188	–	–	﹤0.01%	1196
2017 Q2	$6K	Hold	188	–	–	﹤0.01%	1163
2017 Q1	$5K	Buy	+188	New	+$5.49K	﹤0.01%	1111