CA
SNYR

Clearstead Advisors’s Synergy CHC Corp SNYR Stock Holding History

Clearstead Advisors’s Portfolio SNYR Stock Details SNYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$141 Buy
109
+60
+122% +$94 ﹤0.01% 2189
2025
Q4 		$92 Buy
49
+24
+96% +$52 ﹤0.01% 2526
2025
Q3 		$61 Buy
+25
New +$75 ﹤0.01% 2964

Other funds holding SNYR

GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearstead Advisors's SNYR Position: Q1 2026 in Review

Clearstead Advisors increased its Synergy CHC Corp (SNYR) stake by 122% in Q1 2026, buying an estimated $94 and bringing the position to 109 shares worth $141. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Clearstead Advisors first reported a position in SNYR in Q3 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold SNYR as of Q1 2026.

  • Clearstead Advisors held 109 shares of Synergy CHC Corp worth $141 as of Q1 2026.
  • Clearstead Advisors bought 60 Synergy CHC Corp shares in Q1 2026, an estimated $94.
  • Synergy CHC Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #2189 holding.
  • Clearstead Advisors first reported a position in Synergy CHC Corp in Q3 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Synergy CHC Corp as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.