Sax Wealth Advisors’s Synopsys SNPS Stock Holding History

Sax 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	-428	Closed	-$211K	–	507
2025 Q3	$211K	Buy	+428	New	+$242K	0.01%	420
2022 Q2	–	Sell	-1,009	Closed	-$336K	–	175
2022 Q1	$336K	Hold	1,009	–	–	0.08%	132
2021 Q4	$372K	Hold	1,009	–	–	0.08%	132
2021 Q3	$302K	Hold	1,009	–	–	0.07%	132
2021 Q2	$278K	Hold	1,009	–	–	0.1%	124
2021 Q1	$250K	Buy	+1,009	New	+$256K	0.09%	122

Other funds holding SNPS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sax Wealth Advisors's SNPS Position: Q4 2025 in Review

Sax Wealth Advisors sold out of Synopsys (SNPS) in Q4 2025, closing a stake of 428 shares — an estimated $211K sold.

Sax Wealth Advisors first reported a position in SNPS in Q1 2021 and held it in 6 quarters. The position peaked at $372K in Q4 2021. 1,407 funds tracked by Wall St. Rank hold SNPS as of Q4 2025.

Sax Wealth Advisors reported no remaining Synopsys position as of Q4 2025 after selling out during the quarter.
Sax Wealth Advisors sold 428 Synopsys shares in Q4 2025, an estimated $211K.
Sax Wealth Advisors first reported a position in Synopsys in Q1 2021 and held it in 6 quarters.
Sax Wealth Advisors's Synopsys position peaked at $372K in Q4 2021.
1,407 funds tracked by Wall St. Rank held Synopsys as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.