Forum Financial Management’s Synopsys SNPS Stock Holding History

Forum Financial 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 Q1	–	Sell	-1,260	Closed	-$592K	–	888
2025 Q4	$592K	Sell	1,260 -111	-8%	-$49.3K	0.01%	403
2025 Q3	$676K	Buy	1,371 +396	+41%	+$224K	0.01%	342
2025 Q2	$500K	Buy	975 +28	+3%	+$13K	0.01%	410
2025 Q1	$406K	Hold	947	–	–	0.01%	447
2024 Q4	$460K	Buy	947 +17	+2%	+$8.89K	0.01%	409
2024 Q3	$471K	Buy	930 +1	+0.1%	+$537	0.01%	349
2024 Q2	$553K	Buy	929 +6	+0.7%	+$3.39K	0.01%	280
2024 Q1	$527K	Hold	923	–	–	0.01%	307
2023 Q4	$475K	Hold	923	–	–	0.01%	301
2023 Q3	$424K	Hold	923	–	–	0.01%	323
2023 Q2	$402K	Hold	923	–	–	0.01%	344
2023 Q1	$357K	Hold	923	–	–	0.01%	353
2022 Q4	$295K	Hold	923	–	–	0.01%	400
2022 Q3	$282K	Hold	923	–	–	0.01%	368
2022 Q2	$280K	Hold	923	–	–	0.01%	377
2022 Q1	$307K	Hold	923	–	–	0.01%	384
2021 Q4	$340K	Buy	+923	New	+$311K	0.02%	356

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's SNPS Position: Q1 2026 in Review

Forum Financial Management sold out of Synopsys (SNPS) in Q1 2026, closing a stake of 1,260 shares — an estimated $592K sold.

Forum Financial Management first reported a position in SNPS in Q4 2021 and held it in 17 quarters. The position peaked at $676K in Q3 2025. 1,400 funds tracked by Wall St. Rank hold SNPS as of Q1 2026.

Forum Financial Management reported no remaining Synopsys position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,260 Synopsys shares in Q1 2026, an estimated $592K.
Forum Financial Management first reported a position in Synopsys in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Synopsys position peaked at $676K in Q3 2025.
1,400 funds tracked by Wall St. Rank held Synopsys as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.