Creative Planning’s TD Synnex SNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.11M | Buy |
42,132
+19,410
| +85% | +$3.06M | ﹤0.01% | 933 |
|
|
2025
Q4 | $3.41M | Buy |
22,722
+4,058
| +22% | +$623K | ﹤0.01% | 1289 |
|
|
2025
Q3 | $3.06M | Buy |
18,664
+4,771
| +34% | +$703K | ﹤0.01% | 1206 |
|
|
2025
Q2 | $1.89M | Buy |
13,893
+2,222
| +19% | +$261K | ﹤0.01% | 1367 |
|
|
2025
Q1 | $1.21M | Buy |
11,671
+2,216
| +23% | +$296K | ﹤0.01% | 1557 |
|
|
2024
Q4 | $1.11M | Buy |
9,455
+2,031
| +27% | +$243K | ﹤0.01% | 1571 |
|
|
2024
Q3 | $891K | Sell |
7,424
-1,190
| -14% | -$138K | ﹤0.01% | 1608 |
|
|
2024
Q2 | $994K | Buy |
8,614
+1,513
| +21% | +$185K | ﹤0.01% | 1405 |
|
|
2024
Q1 | $803K | Buy |
7,101
+1,342
| +23% | +$139K | ﹤0.01% | 1503 |
|
|
2023
Q4 | $620K | Buy |
5,759
+305
| +6% | +$29.9K | ﹤0.01% | 1548 |
|
|
2023
Q3 | $545K | Buy |
5,454
+1,473
| +37% | +$146K | ﹤0.01% | 1509 |
|
|
2023
Q2 | $374K | Buy |
3,981
+925
| +30% | +$84.8K | ﹤0.01% | 1744 |
|
|
2023
Q1 | $296K | Sell |
3,056
-379
| -11% | -$37.6K | ﹤0.01% | 1833 |
|
|
2022
Q4 | $325K | Buy |
3,435
+651
| +23% | +$61K | ﹤0.01% | 1669 |
|
|
2022
Q3 | $226K | Buy |
+2,784
| New | +$266K | ﹤0.01% | 1830 |
|
|
2022
Q1 | – | Sell |
-1,754
| Closed | -$201K | – | 2434 |
|
|
2021
Q4 | $201K | Buy |
+1,754
| New | +$191K | ﹤0.01% | 1871 |
|
|
2021
Q3 | – | Sell |
-1,650
| Closed | -$201K | – | 2216 |
|
|
2021
Q2 | $201K | Sell |
1,650
-539
| -25% | -$66.3K | ﹤0.01% | 1799 |
|
|
2021
Q1 | $251K | Buy |
+2,189
| New | +$204K | ﹤0.01% | 1909 |
|
|
2020
Q4 | – | Sell |
-4,662
| Closed | -$326K | – | 2450 |
|
|
2020
Q3 | $326K | Buy |
+4,662
| New | +$293K | ﹤0.01% | 1368 |
|
|
2017
Q3 | – | Sell |
-246
| Closed | -$15K | – | 3447 |
|
|
2017
Q2 | $15K | Sell |
246
-52
| -17% | -$2.91K | ﹤0.01% | 3372 |
|
|
2017
Q1 | $17K | Buy |
298
+98
| +49% | +$5.83K | ﹤0.01% | 3234 |
|
|
2016
Q4 | $12K | Buy |
200
+4
| +2% | +$227 | ﹤0.01% | 3435 |
|
|
2016
Q3 | $11K | Sell |
196
-598
| -75% | -$30.8K | ﹤0.01% | 3464 |
|
|
2016
Q2 | $38K | Buy |
794
+468
| +144% | +$20.5K | ﹤0.01% | 2335 |
|
|
2016
Q1 | $15K | Sell |
326
-80
| -20% | -$3.57K | ﹤0.01% | 2965 |
|
|
2015
Q4 | $18K | Buy |
406
+80
| +25% | +$3.7K | ﹤0.01% | 2928 |
|
|
2015
Q3 | $14K | Buy |
+326
| New | +$12.7K | ﹤0.01% | 3001 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$39K | – | 2725 |
|
|
2015
Q1 | $39K | Buy |
+1,000
| New | +$38.4K | ﹤0.01% | 2199 |
|
|
2014
Q4 | – | Sell |
-132
| Closed | -$4K | – | 4321 |
|
|
2014
Q3 | $4K | Sell |
132
-410
| -76% | -$13.5K | ﹤0.01% | 3415 |
|
|
2014
Q2 | $20K | Buy |
+542
| New | +$18.2K | ﹤0.01% | 2492 |
|
Other funds holding SNX
VPM
VCM
BWA
ABI
Creative Planning's SNX Position: Q1 2026 in Review
Creative Planning increased its TD Synnex (SNX) stake by 85% in Q1 2026, buying an estimated $3.06M and bringing the position to 42,132 shares worth $7.11M. The position accounts for ﹤0.01% of the portfolio, ranked #933.
Creative Planning first reported a position in SNX in Q2 2014 and has held it in 30 quarters since. 603 funds tracked by Wall St. Rank hold SNX as of Q1 2026.
- Creative Planning held 42,132 shares of TD Synnex worth $7.11M as of Q1 2026.
- Creative Planning bought 19,410 TD Synnex shares in Q1 2026, an estimated $3.06M.
- TD Synnex made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #933 holding.
- Creative Planning first reported a position in TD Synnex in Q2 2014 and has held it in 30 quarters since.
- 603 funds tracked by Wall St. Rank held TD Synnex as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.