Whelan Financial’s Synopsys SNPS Stock Holding History

Whelan Financial’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	$222K	Buy	+498	New	+$234K	0.06%	94
2026 Q1	–	Sell	-453	Closed	-$213K	–	96
2025 Q4	$213K	Sell	453 -77	-15%	-$34.2K	0.07%	90
2025 Q3	$261K	Sell	530 -4	-0.7%	-$2.26K	0.08%	75
2025 Q2	$274K	Buy	534 +21	+4%	+$9.78K	0.1%	56
2025 Q1	$220K	Sell	513 -88	-15%	-$42.8K	0.09%	59
2024 Q4	$292K	Buy	+601	New	+$314K	0.11%	42

Other funds holding SNPS

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Whelan Financial's SNPS Position: Q2 2026 in Review

Whelan Financial opened a new position in Synopsys (SNPS) in Q2 2026: 498 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #94 among its holdings. This is a return to the name: Whelan Financial previously reported a position in SNPS as recently as Q4 2025.

Whelan Financial first reported a position in SNPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $292K in Q4 2024. 557 funds tracked by Wall St. Rank hold SNPS as of Q2 2026.

Whelan Financial held 498 shares of Synopsys worth $222K as of Q2 2026.
Synopsys was a new Whelan Financial position in Q2 2026.
Synopsys made up 0.06% of Whelan Financial's portfolio in Q2 2026, its #94 holding.
Whelan Financial first reported a position in Synopsys in Q4 2024 and has held it in 6 quarters since.
Whelan Financial's Synopsys position peaked at $292K in Q4 2024.
557 funds tracked by Wall St. Rank held Synopsys as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.