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Modera Wealth Management’s Synopsys SNPS Stock Holding History

Modera 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
2025
Q4 		– Sell
-1,459
Closed -$720K – 665
2025
Q3 		$720K Buy
1,459
+521
+56% +$295K 0.01% 392
2025
Q2 		$481K Hold
938
– – 0.01% 457
2025
Q1 		$402K Sell
938
-61
-6% -$29.6K 0.01% 466
2024
Q4 		$485K Sell
999
-3
-0.3% -$1.57K 0.01% 447
2024
Q3 		$507K Buy
1,002
+11
+1% +$5.9K 0.01% 411
2024
Q2 		$590K Sell
991
-6
-0.6% -$3.39K 0.01% 370
2024
Q1 		$570K Hold
997
– – 0.01% 372
2023
Q4 		$513K Buy
997
+12
+1% +$6.14K 0.01% 374
2023
Q3 		$452K Buy
985
+107
+12% +$47.9K 0.01% 376
2023
Q2 		$382K Buy
+878
New +$354K 0.01% 425

Other funds holding SNPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Modera Wealth Management's SNPS Position: Q4 2025 in Review

Modera Wealth Management sold out of Synopsys (SNPS) in Q4 2025, closing a stake of 1,459 shares — an estimated $720K sold.

Modera Wealth Management first reported a position in SNPS in Q2 2023 and held it in 10 quarters. The position peaked at $720K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold SNPS as of Q4 2025.

  • Modera Wealth Management reported no remaining Synopsys position as of Q4 2025 after selling out during the quarter.
  • Modera Wealth Management sold 1,459 Synopsys shares in Q4 2025, an estimated $720K.
  • Modera Wealth Management first reported a position in Synopsys in Q2 2023 and held it in 10 quarters.
  • Modera Wealth Management's Synopsys position peaked at $720K in Q3 2025.
  • 1,407 funds tracked by Wall St. Rank held Synopsys as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.