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Intentional Wealth Strategies’s TD Synnex SNX Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-24
Closed -$4.05K – 770
2026
Q1 		$4.05K Buy
+24
New +$3.78K ﹤0.01% 518

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

Intentional Wealth Strategies's SNX Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of TD Synnex (SNX) in Q2 2026, closing a stake of 24 shares — an estimated $4.05K sold.

Intentional Wealth Strategies first reported a position in SNX in Q1 2026 and held it in 1 quarter. The position peaked at $4.05K in Q1 2026. 733 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining TD Synnex position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 24 TD Synnex shares in Q2 2026, an estimated $4.05K.
  • Intentional Wealth Strategies first reported a position in TD Synnex in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's TD Synnex position peaked at $4.05K in Q1 2026.
  • 733 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.