WealthPlan Investment Management’s Synopsys SNPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$446K Sell
999
-197
-16% -$92.6K 0.02% 339
2026
Q1
$474K Sell
1,196
-1,016
-46% -$459K 0.03% 308
2025
Q4
$1.04M Sell
2,212
-2,674
-55% -$1.19M 0.07% 198
2025
Q3
$2.41M Sell
4,886
-540
-10% -$305K 0.16% 115
2025
Q2
$2.78M Buy
5,426
+1,177
+28% +$548K 0.2% 105
2025
Q1
$1.82M Buy
4,249
+1,271
+43% +$617K 0.18% 103
2024
Q4
$1.45M Buy
2,978
+173
+6% +$90.4K 0.14% 117
2024
Q3
$1.42M Buy
+2,805
New +$1.51M 0.14% 112

Other funds holding SNPS

WealthPlan Investment Management's SNPS Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Synopsys (SNPS) stake by 16% in Q2 2026, selling an estimated $92.6K and leaving 999 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #339.

WealthPlan Investment Management first reported a position in SNPS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.78M in Q2 2025. 445 funds tracked by Wall St. Rank hold SNPS as of Q2 2026.

  • WealthPlan Investment Management held 999 shares of Synopsys worth $446K as of Q2 2026.
  • WealthPlan Investment Management sold 197 Synopsys shares in Q2 2026, an estimated $92.6K.
  • Synopsys made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #339 holding.
  • WealthPlan Investment Management first reported a position in Synopsys in Q3 2024 and has held it in 8 quarters since.
  • WealthPlan Investment Management's Synopsys position peaked at $2.78M in Q2 2025.
  • 445 funds tracked by Wall St. Rank held Synopsys as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.