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Caldwell Investment Management’s Synopsys SNPS Stock Holding History

Caldwell Investment Management’s Portfolio SNPS Stock Details SNPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,631
Closed -$626K – 62
2026
Q1 		$626K Buy
+1,631
New +$737K 0.25% 54

Other funds holding SNPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Caldwell Investment Management's SNPS Position: Q2 2026 in Review

Caldwell Investment Management sold out of Synopsys (SNPS) in Q2 2026, closing a stake of 1,631 shares — an estimated $626K sold.

Caldwell Investment Management first reported a position in SNPS in Q1 2026 and held it in 1 quarter. The position peaked at $626K in Q1 2026. 1,444 funds tracked by Wall St. Rank hold SNPS as of Q2 2026.

  • Caldwell Investment Management reported no remaining Synopsys position as of Q2 2026 after selling out during the quarter.
  • Caldwell Investment Management sold 1,631 Synopsys shares in Q2 2026, an estimated $626K.
  • Caldwell Investment Management first reported a position in Synopsys in Q1 2026 and held it in 1 quarter.
  • Caldwell Investment Management's Synopsys position peaked at $626K in Q1 2026.
  • 1,444 funds tracked by Wall St. Rank held Synopsys as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.