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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
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

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

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

Triad Wealth Partners increased its Cadence Design Systems (CDNS) stake by 8.8% in Q1 2026, buying an estimated $35.8K and bringing the position to 1,488 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #320.

Triad Wealth Partners first reported a position in CDNS in Q2 2024 and has held it in 3 quarters since. The position peaked at $428K in Q4 2025. 1,398 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Triad Wealth Partners held 1,488 shares of Cadence Design Systems worth $413K as of Q1 2026.
  • Triad Wealth Partners bought 120 Cadence Design Systems shares in Q1 2026, an estimated $35.8K.
  • Cadence Design Systems made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #320 holding.
  • Triad Wealth Partners first reported a position in Cadence Design Systems in Q2 2024 and has held it in 3 quarters since.
  • Triad Wealth Partners's Cadence Design Systems position peaked at $428K in Q4 2025.
  • 1,398 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.