Capital & Planning LLC’s Synopsys SNPS Stock Holding History

Capital & Planning LLC’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	-4	Closed	-$1.59K	–	139
2026 Q1	$1.59K	Buy	+4	New	+$1.81K	﹤0.01%	148
2025 Q1	–	Sell	-4	Closed	-$1.94K	–	155
2024 Q4	$1.94K	Buy	+4	New	+$2.09K	﹤0.01%	165

Other funds holding SNPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital & Planning LLC's SNPS Position: Q2 2026 in Review

Capital & Planning LLC sold out of Synopsys (SNPS) in Q2 2026, closing a stake of 4 shares — an estimated $1.59K sold.

Capital & Planning LLC first reported a position in SNPS in Q4 2024 and held it in 2 quarters. The position peaked at $1.94K in Q4 2024. 1,450 funds tracked by Wall St. Rank hold SNPS as of Q2 2026.

Capital & Planning LLC reported no remaining Synopsys position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 4 Synopsys shares in Q2 2026, an estimated $1.59K.
Capital & Planning LLC first reported a position in Synopsys in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's Synopsys position peaked at $1.94K in Q4 2024.
1,450 funds tracked by Wall St. Rank held Synopsys as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.