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Regent Peak Wealth Advisors’s Synopsys SNPS Stock Holding History

Regent Peak 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
2025
Q4 		– Sell
-409
Closed -$202K – 205
2025
Q3 		$202K Buy
+409
New +$231K 0.04% 183
2024
Q3 		– Sell
-356
Closed -$212K – 185
2024
Q2 		$212K Buy
+356
New +$201K 0.05% 156
2021
Q1 		– Sell
-230
Closed -$60K – 850
2020
Q4 		$60K Buy
+230
New +$53K 0.02% 283

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 $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Regent Peak Wealth Advisors's SNPS Position: Q4 2025 in Review

Regent Peak Wealth Advisors sold out of Synopsys (SNPS) in Q4 2025, closing a stake of 409 shares — an estimated $202K sold.

Regent Peak Wealth Advisors first reported a position in SNPS in Q4 2020 and held it in 3 quarters. The position peaked at $212K in Q2 2024. 1,407 funds tracked by Wall St. Rank hold SNPS as of Q4 2025.

  • Regent Peak Wealth Advisors reported no remaining Synopsys position as of Q4 2025 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 409 Synopsys shares in Q4 2025, an estimated $202K.
  • Regent Peak Wealth Advisors first reported a position in Synopsys in Q4 2020 and held it in 3 quarters.
  • Regent Peak Wealth Advisors's Synopsys position peaked at $212K in Q2 2024.
  • 1,407 funds tracked by Wall St. Rank held Synopsys as of Q4 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.