Elevation Wealth Partners
SNX icon

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
Q3 		$8.73K Hold
34
– – ﹤0.01% 937
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

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Metropolis Capital
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Hennessy Advisors Inc
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Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Elevation Wealth Partners's SNX Position: Q3 2026 in Review

Elevation Wealth Partners held its TD Synnex (SNX) position steady in Q3 2026 at 34 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Elevation Wealth Partners first reported a position in SNX in Q1 2023 and has held it in 10 quarters since. The position peaked at $25K in Q4 2023. 257 funds tracked by Wall St. Rank hold SNX as of Q3 2026.

  • Elevation Wealth Partners held 34 shares of TD Synnex worth $8.73K as of Q3 2026.
  • Elevation Wealth Partners left its TD Synnex share count unchanged in Q3 2026.
  • TD Synnex made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #937 holding.
  • Elevation Wealth Partners first reported a position in TD Synnex in Q1 2023 and has held it in 10 quarters since.
  • Elevation Wealth Partners's TD Synnex position peaked at $25K in Q4 2023.
  • 257 funds tracked by Wall St. Rank held TD Synnex as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.