Congress Wealth Management’s Synopsys SNPS Stock Holding History

Congress 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
2025 Q2	$20M	Buy	38,991 +728	+2%	+$339K	0.19%	125
2025 Q1	$16.4M	Buy	38,263 +1,102	+3%	+$535K	0.2%	134
2024 Q4	$18M	Buy	37,161 +192	+0.5%	+$100K	0.25%	115
2024 Q3	$18.7M	Buy	36,969 +715	+2%	+$384K	0.25%	107
2024 Q2	$21.6M	Buy	36,254 +1,144	+3%	+$647K	0.34%	68
2024 Q1	$20.1M	Sell	35,110 -222	-0.6%	-$122K	0.35%	68
2023 Q4	$18.2M	Buy	35,332 +608	+2%	+$311K	0.33%	71
2023 Q3	$15.9M	Buy	34,724 +427	+1%	+$191K	0.33%	68
2023 Q2	$14.9M	Sell	34,297 -328	-0.9%	-$132K	0.35%	67
2023 Q1	$13.4M	Sell	34,625 -172	-0.5%	-$61.5K	0.32%	73
2022 Q4	$11.1M	Sell	34,797 -6,382	-15%	-$2M	0.29%	102
2022 Q3	$12.6M	Buy	41,179 +282	+0.7%	+$95.5K	0.34%	71
2022 Q2	$12.4M	Sell	40,897 -233	-0.6%	-$70.3K	0.32%	74
2022 Q1	$13.7M	Buy	41,130 +1,134	+3%	+$354K	0.3%	86
2021 Q4	$14.7M	Buy	+39,996	New	+$13.5M	0.29%	90

Other funds holding SNPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return