Whelan Financial
SNPS icon

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
Q3 		$219K Buy
504
+6
+1% +$2.45K 0.06% 100
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% +$9.8K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Whelan Financial's SNPS Position: Q3 2026 in Review

Whelan Financial increased its Synopsys (SNPS) stake by 1.2% in Q3 2026, buying an estimated $2.45K and bringing the position to 504 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #100.

Whelan Financial first reported a position in SNPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $292K in Q4 2024. 1,183 funds tracked by Wall St. Rank hold SNPS as of Q3 2026.

  • Whelan Financial held 504 shares of Synopsys worth $219K as of Q3 2026.
  • Whelan Financial bought 6 Synopsys shares in Q3 2026, an estimated $2.45K.
  • Synopsys made up 0.06% of Whelan Financial's portfolio in Q3 2026, its #100 holding.
  • Whelan Financial first reported a position in Synopsys in Q4 2024 and has held it in 7 quarters since.
  • Whelan Financial's Synopsys position peaked at $292K in Q4 2024.
  • 1,183 funds tracked by Wall St. Rank held Synopsys as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.