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Institute for Wealth Management’s Synopsys SNPS Stock Holding History

Institute for 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 		$8.48K Buy
+19
New +$8.93K ﹤0.01% 1354
2025
Q3 		– Sell
-399
Closed -$205K – 603
2025
Q2 		$205K Buy
+399
New +$186K 0.02% 535
2024
Q4 		– Sell
-399
Closed -$202K – 560
2024
Q3 		$202K Buy
+399
New +$214K 0.03% 518

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's SNPS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Synopsys (SNPS) in Q2 2026: 19 shares worth $8.48K. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SNPS as recently as Q2 2025.

Institute for Wealth Management first reported a position in SNPS in Q3 2024 and has held it in 3 quarters since. The position peaked at $205K in Q2 2025. 1,450 funds tracked by Wall St. Rank hold SNPS as of Q2 2026.

  • Institute for Wealth Management held 19 shares of Synopsys worth $8.48K as of Q2 2026.
  • Synopsys was a new Institute for Wealth Management position in Q2 2026.
  • Synopsys made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1354 holding.
  • Institute for Wealth Management first reported a position in Synopsys in Q3 2024 and has held it in 3 quarters since.
  • Institute for Wealth Management's Synopsys position peaked at $205K in Q2 2025.
  • 1,450 funds tracked by Wall St. Rank held Synopsys as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.