Invera Wealth Advisors’s Synopsys SNPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$468K Buy
1,181
+11
+0.9% +$4.97K 0.3% 71
2025
Q4
$550K Sell
1,170
-920
-44% -$409K 0.35% 64
2025
Q3
$1.03M Sell
2,090
-30
-1% -$17K 0.64% 51
2025
Q2
$1.09M Sell
2,120
-45
-2% -$21K 0.71% 46
2025
Q1
$928K Buy
+2,165
New +$1.05M 0.6% 59

Other funds holding SNPS

Invera Wealth Advisors's SNPS Position: Q1 2026 in Review

Invera Wealth Advisors increased its Synopsys (SNPS) stake by 0.94% in Q1 2026, buying an estimated $4.97K and bringing the position to 1,181 shares worth $468K. The position accounts for 0.3% of the portfolio, ranked #71.

Invera Wealth Advisors first reported a position in SNPS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2025. 1,390 funds tracked by Wall St. Rank hold SNPS as of Q1 2026.

  • Invera Wealth Advisors held 1,181 shares of Synopsys worth $468K as of Q1 2026.
  • Invera Wealth Advisors bought 11 Synopsys shares in Q1 2026, an estimated $4.97K.
  • Synopsys made up 0.3% of Invera Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • Invera Wealth Advisors first reported a position in Synopsys in Q1 2025 and has held it in 5 quarters since.
  • Invera Wealth Advisors's Synopsys position peaked at $1.09M in Q2 2025.
  • 1,390 funds tracked by Wall St. Rank held Synopsys as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.