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

Triad 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 Q3	$211K	Sell	638 -30	-4%	-$9.9K	0.01%	532
2026 Q2	$225K	Sell	668 -820	-55%	-$287K	0.01%	516
2026 Q1	$413K	Buy	1,488 +120	+9%	+$35.8K	0.03%	320
2025 Q4	$428K	Buy	+1,368	New	+$446K	0.04%	302
2024 Q3	–	Sell	-18	Closed	-$5.54K	–	191
2024 Q2	$5.54K	Buy	+18	New	+$5.33K	﹤0.01%	546

Other funds holding CDNS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Triad Wealth Partners's CDNS Position: Q3 2026 in Review

Triad Wealth Partners reduced its Cadence Design Systems (CDNS) stake by 4.5% in Q3 2026, selling an estimated $9.9K and leaving 638 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #532.

Triad Wealth Partners first reported a position in CDNS in Q2 2024 and has held it in 5 quarters since. The position peaked at $428K in Q4 2025. 749 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

Triad Wealth Partners held 638 shares of Cadence Design Systems worth $211K as of Q3 2026.
Triad Wealth Partners sold 30 Cadence Design Systems shares in Q3 2026, an estimated $9.9K.
Cadence Design Systems made up 0.01% of Triad Wealth Partners's portfolio in Q3 2026, its #532 holding.
Triad Wealth Partners first reported a position in Cadence Design Systems in Q2 2024 and has held it in 5 quarters since.
Triad Wealth Partners's Cadence Design Systems position peaked at $428K in Q4 2025.
749 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.