LWM Advisory Services’s Synopsys SNPS Stock Holding History

LWM Advisory Services’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
2025 Q2	–	Sell	-485	Closed	-$211K	–	98
2025 Q1	$211K	Hold	485	–	–	0.15%	93
2024 Q4	$234K	Hold	485	–	–	0.16%	87
2024 Q3	$246K	Buy	+485	New	+$260K	0.18%	84
2024 Q2	–	Sell	-485	Closed	-$277K	–	91
2024 Q1	$277K	Hold	485	–	–	0.22%	78
2023 Q4	$250K	Hold	485	–	–	0.22%	72
2023 Q3	$225K	Hold	485	–	–	0.24%	69
2023 Q2	$209K	Buy	+485	New	+$195K	0.22%	74

Other funds holding SNPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LWM Advisory Services's SNPS Position: Q2 2025 in Review

LWM Advisory Services sold out of Synopsys (SNPS) in Q2 2025, closing a stake of 485 shares — an estimated $211K sold.

LWM Advisory Services first reported a position in SNPS in Q2 2023 and held it in 7 quarters. The position peaked at $277K in Q1 2024. 1,294 funds tracked by Wall St. Rank hold SNPS as of Q2 2025.

LWM Advisory Services reported no remaining Synopsys position as of Q2 2025 after selling out during the quarter.
LWM Advisory Services sold 485 Synopsys shares in Q2 2025, an estimated $211K.
LWM Advisory Services first reported a position in Synopsys in Q2 2023 and held it in 7 quarters.
LWM Advisory Services's Synopsys position peaked at $277K in Q1 2024.
1,294 funds tracked by Wall St. Rank held Synopsys as of Q2 2025.

Based on LWM Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.