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Clearstead Advisors’s TD Synnex SNX Stock Holding History

Clearstead Advisors’s Portfolio SNX Stock Details SNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11K Buy
41
+23
+128% +$5.54K ﹤0.01% 1950
2026
Q1 		$3.04K Sell
18
-285
-94% -$44.9K ﹤0.01% 1814
2025
Q4 		$45.5K Buy
303
+186
+159% +$28.5K ﹤0.01% 1443
2025
Q3 		$19.2K Hold
117
– – ﹤0.01% 1656
2025
Q2 		$15.9K Buy
117
+36
+44% +$4.23K ﹤0.01% 1722
2025
Q1 		$8.42K Hold
81
– – ﹤0.01% 1653
2024
Q4 		$9.5K Sell
81
-65
-45% -$7.78K ﹤0.01% 1584
2024
Q3 		$17.5K Buy
146
+43
+42% +$4.97K ﹤0.01% 1459
2024
Q2 		$11.9K Buy
103
+81
+368% +$9.9K ﹤0.01% 1514
2024
Q1 		$2.68K Sell
22
-13
-37% -$1.35K ﹤0.01% 1278
2023
Q4 		$3.77K Buy
35
+13
+59% +$1.28K ﹤0.01% 1197
2023
Q3 		$2.2K Hold
22
– – ﹤0.01% 1229
2023
Q2 		$2.07K Sell
22
-1
-4% -$92 ﹤0.01% 1141
2023
Q1 		$2.23K Buy
23
+22
+2,200% +$2.19K ﹤0.01% 1122
2022
Q4 		$95 Hold
1
– – ﹤0.01% 1288
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1347
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1433
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1450
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1422
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1378
2021
Q2 		$0 Buy
+1
New +$123 ﹤0.01% 1298

Other funds holding SNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Clearstead Advisors's SNX Position: Q2 2026 in Review

Clearstead Advisors increased its TD Synnex (SNX) stake by 128% in Q2 2026, buying an estimated $5.54K and bringing the position to 41 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Clearstead Advisors first reported a position in SNX in Q2 2021 and has held it in 21 quarters since. The position peaked at $45.5K in Q4 2025. 739 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • Clearstead Advisors held 41 shares of TD Synnex worth $11K as of Q2 2026.
  • Clearstead Advisors bought 23 TD Synnex shares in Q2 2026, an estimated $5.54K.
  • TD Synnex made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1950 holding.
  • Clearstead Advisors first reported a position in TD Synnex in Q2 2021 and has held it in 21 quarters since.
  • Clearstead Advisors's TD Synnex position peaked at $45.5K in Q4 2025.
  • 739 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.