Heritage Wealth Advisors
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Heritage Wealth Advisors’s Synopsys SNPS Stock Holding History

Heritage Wealth Advisors’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
Q3 		– Sell
-27
Closed -$12K – 540
2026
Q2 		$12K Hold
27
– – ﹤0.01% 504
2026
Q1 		$10.7K Buy
27
+11
+69% +$4.97K ﹤0.01% 512
2025
Q4 		$7.52K Hold
16
– – ﹤0.01% 469
2025
Q3 		$7.89K Buy
16
+2
+14% +$1.13K ﹤0.01% 445
2025
Q2 		$7.18K Hold
14
– – ﹤0.01% 440
2025
Q1 		$6K Sell
14
-4
-22% -$1.94K ﹤0.01% 447
2024
Q4 		$8.74K Buy
18
+4
+29% +$2.09K ﹤0.01% 453
2024
Q3 		$7.09K Buy
+14
New +$7.51K ﹤0.01% 460

Other funds holding SNPS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Heritage Wealth Advisors's SNPS Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Synopsys (SNPS) in Q3 2026, closing a stake of 27 shares — an estimated $12K sold.

Heritage Wealth Advisors first reported a position in SNPS in Q3 2024 and held it in 8 quarters. The position peaked at $12K in Q2 2026. 1,183 funds tracked by Wall St. Rank hold SNPS as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining Synopsys position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 27 Synopsys shares in Q3 2026, an estimated $12K.
  • Heritage Wealth Advisors first reported a position in Synopsys in Q3 2024 and held it in 8 quarters.
  • Heritage Wealth Advisors's Synopsys position peaked at $12K in Q2 2026.
  • 1,183 funds tracked by Wall St. Rank held Synopsys as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.