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Circle Wealth Management’s Synopsys SNPS Stock Holding History

Circle Wealth 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
-2,295
Closed -$910K – 280
2026
Q1 		$910K Buy
+2,295
New +$1.04M 0.01% 150
2025
Q3 		– Sell
-2,425
Closed -$1.24M – 243
2025
Q2 		$1.24M Sell
2,425
-55
-2% -$25.6K 0.03% 102
2025
Q1 		$1.06M Sell
2,480
-30
-1% -$14.6K 0.02% 110
2024
Q4 		$1.22M Sell
2,510
-1,627
-39% -$850K 0.03% 100
2024
Q3 		$2.09M Buy
4,137
+1,471
+55% +$789K 0.05% 70
2024
Q2 		$1.59M Buy
+2,666
New +$1.51M 0.04% 76

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

Circle Wealth Management's SNPS Position: Q2 2026 in Review

Circle Wealth Management sold out of Synopsys (SNPS) in Q2 2026, closing a stake of 2,295 shares — an estimated $910K sold.

Circle Wealth Management first reported a position in SNPS in Q2 2024 and held it in 6 quarters. The position peaked at $2.09M in Q3 2024. 1,444 funds tracked by Wall St. Rank hold SNPS as of Q2 2026.

  • Circle Wealth Management reported no remaining Synopsys position as of Q2 2026 after selling out during the quarter.
  • Circle Wealth Management sold 2,295 Synopsys shares in Q2 2026, an estimated $910K.
  • Circle Wealth Management first reported a position in Synopsys in Q2 2024 and held it in 6 quarters.
  • Circle Wealth Management's Synopsys position peaked at $2.09M in Q3 2024.
  • 1,444 funds tracked by Wall St. Rank held Synopsys as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.