WCG Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

WCG Wealth Advisors’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	–	Sell	-10,450	Closed	-$3.27M	–	525
2025 Q4	$3.27M	Buy	+10,450	New	+$3.41M	0.09%	203

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WCG Wealth Advisors's CDNS Position: Q1 2026 in Review

WCG Wealth Advisors sold out of Cadence Design Systems (CDNS) in Q1 2026, closing a stake of 10,450 shares — an estimated $3.27M sold.

WCG Wealth Advisors first reported a position in CDNS in Q4 2025 and held it in 1 quarter. The position peaked at $3.27M in Q4 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

WCG Wealth Advisors reported no remaining Cadence Design Systems position as of Q1 2026 after selling out during the quarter.
WCG Wealth Advisors sold 10,450 Cadence Design Systems shares in Q1 2026, an estimated $3.27M.
WCG Wealth Advisors first reported a position in Cadence Design Systems in Q4 2025 and held it in 1 quarter.
WCG Wealth Advisors's Cadence Design Systems position peaked at $3.27M in Q4 2025.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.