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Elevation Wealth Partners’s TD Synnex SNX Stock Holding History

Elevation Wealth Partners’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 		$9.09K Buy
+34
New +$8.19K ﹤0.01% 834
2025
Q1 		– Sell
-97
Closed -$11.4K – 512
2024
Q4 		$11.4K Hold
97
– – ﹤0.01% 362
2024
Q3 		$11.6K Sell
97
-37
-28% -$4.28K 0.01% 344
2024
Q2 		$15.5K Buy
134
+37
+38% +$4.52K 0.01% 310
2024
Q1 		$11K Sell
97
-153
-61% -$15.9K 0.01% 346
2023
Q4 		$25K Hold
250
– – 0.02% 265
2023
Q3 		$25K Hold
250
– – 0.02% 198
2023
Q2 		$23.5K Hold
250
– – 0.02% 205
2023
Q1 		$24.2K Buy
+250
New +$24.8K 0.02% 203

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

Elevation Wealth Partners's SNX Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in TD Synnex (SNX) in Q2 2026: 34 shares worth $9.09K. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in SNX as recently as Q4 2024.

Elevation Wealth Partners first reported a position in SNX in Q1 2023 and has held it in 9 quarters since. The position peaked at $25K in Q4 2023. 739 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • Elevation Wealth Partners held 34 shares of TD Synnex worth $9.09K as of Q2 2026.
  • TD Synnex was a new Elevation Wealth Partners position in Q2 2026.
  • TD Synnex made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #834 holding.
  • Elevation Wealth Partners first reported a position in TD Synnex in Q1 2023 and has held it in 9 quarters since.
  • Elevation Wealth Partners's TD Synnex position peaked at $25K in Q4 2023.
  • 739 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.