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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whalen Wealth Management's SNPS Position: Q1 2026 in Review

Whalen Wealth Management increased its Synopsys (SNPS) stake by 42% in Q1 2026, buying an estimated $167K and bringing the position to 1,245 shares worth $494K. The position accounts for 0.26% of the portfolio, ranked #94.

Whalen Wealth Management first reported a position in SNPS in Q4 2024 and has held it in 5 quarters since. 1,390 funds tracked by Wall St. Rank hold SNPS as of Q1 2026.

  • Whalen Wealth Management held 1,245 shares of Synopsys worth $494K as of Q1 2026.
  • Whalen Wealth Management bought 370 Synopsys shares in Q1 2026, an estimated $167K.
  • Synopsys made up 0.26% of Whalen Wealth Management's portfolio in Q1 2026, its #94 holding.
  • Whalen Wealth Management first reported a position in Synopsys in Q4 2024 and has held it in 5 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Synopsys as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.