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Invera Wealth Advisors’s Synopsys SNPS Stock Holding History

Invera 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
Q2 		$948K Buy
2,126
+945
+80% +$444K 0.51% 54
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

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 $3.37T AUM 44.26% 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

Invera Wealth Advisors's SNPS Position: Q2 2026 in Review

Invera Wealth Advisors increased its Synopsys (SNPS) stake by 80% in Q2 2026, buying an estimated $444K and bringing the position to 2,126 shares worth $948K. The position accounts for 0.51% of the portfolio, ranked #54.

Invera Wealth Advisors first reported a position in SNPS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q2 2025. 1,447 funds tracked by Wall St. Rank hold SNPS as of Q2 2026.

  • Invera Wealth Advisors held 2,126 shares of Synopsys worth $948K as of Q2 2026.
  • Invera Wealth Advisors bought 945 Synopsys shares in Q2 2026, an estimated $444K.
  • Synopsys made up 0.51% of Invera Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Invera Wealth Advisors first reported a position in Synopsys in Q1 2025 and has held it in 6 quarters since.
  • Invera Wealth Advisors's Synopsys position peaked at $1.09M in Q2 2025.
  • 1,447 funds tracked by Wall St. Rank held Synopsys as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.