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

Stratos 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 		$3.66M Sell
13,177
-1,551
-11% -$463K 0.04% 400
2025
Q4 		$4.6M Buy
14,728
+979
+7% +$319K 0.05% 342
2025
Q3 		$4.83M Buy
13,749
+1,019
+8% +$351K 0.06% 324
2025
Q2 		$3.92M Sell
12,730
-286
-2% -$83.2K 0.05% 336
2025
Q1 		$3.31M Sell
13,016
-454
-3% -$126K 0.05% 337
2024
Q4 		$4.05M Sell
13,470
-236
-2% -$68.6K 0.06% 318
2024
Q3 		$3.71M Buy
13,706
+2,280
+20% +$630K 0.05% 321
2024
Q2 		$3.52M Buy
11,426
+274
+2% +$81.1K 0.06% 326
2024
Q1 		$3.47M Buy
11,152
+6
+0.1% +$1.77K 0.06% 316
2023
Q4 		$3.04M Sell
11,146
-331
-3% -$85.3K 0.06% 317
2023
Q3 		$2.69M Buy
11,477
+1,070
+10% +$250K 0.06% 311
2023
Q2 		$2.44M Buy
10,407
+37
+0.4% +$8.05K 0.06% 308
2023
Q1 		$2.18M Sell
10,370
-144
-1% -$27.2K 0.06% 299
2022
Q4 		$1.69M Buy
10,514
+39
+0.4% +$6.23K 0.04% 383
2022
Q3 		$1.71M Buy
10,475
+457
+5% +$78.6K 0.05% 344
2022
Q2 		$1.5M Buy
10,018
+4,452
+80% +$672K 0.04% 382
2022
Q1 		$915K Buy
5,566
+574
+11% +$88.1K 0.02% 580
2021
Q4 		$930K Buy
4,992
+682
+16% +$119K 0.02% 579
2021
Q3 		$653K Buy
4,310
+2,119
+97% +$323K 0.02% 659
2021
Q2 		$300K Buy
+2,191
New +$290K 0.01% 967
2021
Q1 		– Sell
-1,744
Closed -$238K – 1126
2020
Q4 		$238K Buy
+1,744
New +$205K 0.01% 937
2020
Q3 		– Sell
-2,386
Closed -$229K – 1022
2020
Q2 		$229K Buy
+2,386
New +$200K 0.01% 853
2018
Q4 		– Sell
-891
Closed -$40K – 1050
2018
Q3 		$40K Buy
+891
New +$40.6K ﹤0.01% 1545
2018
Q2 		– Sell
-546
Closed -$20K – 1203
2018
Q1 		$20K Sell
546
-1,308
-71% -$53.3K ﹤0.01% 2004
2017
Q4 		$78K Buy
+1,854
New +$79.7K ﹤0.01% 1300

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

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

Stratos Wealth Partners reduced its Cadence Design Systems (CDNS) stake by 11% in Q1 2026, selling an estimated $463K and leaving 13,177 shares worth $3.66M. The position accounts for 0.04% of the portfolio, ranked #400.

Stratos Wealth Partners first reported a position in CDNS in Q4 2017 and has held it in 25 quarters since. The position peaked at $4.83M in Q3 2025. 1,398 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Stratos Wealth Partners held 13,177 shares of Cadence Design Systems worth $3.66M as of Q1 2026.
  • Stratos Wealth Partners sold 1,551 Cadence Design Systems shares in Q1 2026, an estimated $463K.
  • Cadence Design Systems made up 0.04% of Stratos Wealth Partners's portfolio in Q1 2026, its #400 holding.
  • Stratos Wealth Partners first reported a position in Cadence Design Systems in Q4 2017 and has held it in 25 quarters since.
  • Stratos Wealth Partners's Cadence Design Systems position peaked at $4.83M in Q3 2025.
  • 1,398 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.