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Whalen Wealth Management’s Synopsys SNPS Stock Holding History

Whalen 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
2026
Q2 		– Sell
-1,245
Closed -$494K – 219
2026
Q1 		$494K Buy
1,245
+370
+42% +$167K 0.26% 94
2025
Q4 		$411K Buy
875
+235
+37% +$104K 0.22% 132
2025
Q3 		$316K Buy
640
+111
+21% +$62.7K 0.18% 125
2025
Q2 		$271K Buy
+529
New +$246K 0.17% 150
2025
Q1 		– Sell
-905
Closed -$439K – 170
2024
Q4 		$439K Buy
+905
New +$473K 0.3% 77

Other funds holding SNPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Whalen Wealth Management's SNPS Position: Q2 2026 in Review

Whalen Wealth Management sold out of Synopsys (SNPS) in Q2 2026, closing a stake of 1,245 shares — an estimated $494K sold.

Whalen Wealth Management first reported a position in SNPS in Q4 2024 and held it in 5 quarters. The position peaked at $494K in Q1 2026. 1,450 funds tracked by Wall St. Rank hold SNPS as of Q2 2026.

  • Whalen Wealth Management reported no remaining Synopsys position as of Q2 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,245 Synopsys shares in Q2 2026, an estimated $494K.
  • Whalen Wealth Management first reported a position in Synopsys in Q4 2024 and held it in 5 quarters.
  • Whalen Wealth Management's Synopsys position peaked at $494K in Q1 2026.
  • 1,450 funds tracked by Wall St. Rank held Synopsys as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.