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Wealth Alliance’s Cadence Design Systems CDNS Stock Holding History

Wealth Alliance’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 		$289K Buy
1,040
+237
+30% +$70.7K 0.03% 443
2025
Q4 		$251K Sell
803
-90
-10% -$29.4K 0.02% 479
2025
Q3 		$314K Buy
893
+243
+37% +$83.6K 0.03% 403
2025
Q2 		$200K Buy
+650
New +$189K 0.02% 524

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

Wealth Alliance's CDNS Position: Q1 2026 in Review

Wealth Alliance increased its Cadence Design Systems (CDNS) stake by 30% in Q1 2026, buying an estimated $70.7K and bringing the position to 1,040 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #443.

Wealth Alliance first reported a position in CDNS in Q2 2025 and has held it in 4 quarters since. The position peaked at $314K in Q3 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Wealth Alliance held 1,040 shares of Cadence Design Systems worth $289K as of Q1 2026.
  • Wealth Alliance bought 237 Cadence Design Systems shares in Q1 2026, an estimated $70.7K.
  • Cadence Design Systems made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #443 holding.
  • Wealth Alliance first reported a position in Cadence Design Systems in Q2 2025 and has held it in 4 quarters since.
  • Wealth Alliance's Cadence Design Systems position peaked at $314K in Q3 2025.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.