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Measured Wealth Private Client Group’s TD Synnex SNX Stock Holding History

Measured Wealth Private Client Group’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 		$41.7K Hold
156
– – 0.01% 352
2026
Q1 		$26.3K Hold
156
– – 0.01% 411
2025
Q4 		$23.4K Sell
156
-25
-14% -$3.83K 0.01% 443
2025
Q3 		$29.6K Buy
+181
New +$26.7K 0.01% 390
2024
Q3 		– Sell
-1,788
Closed -$206K – 204
2024
Q2 		$206K Buy
+1,788
New +$218K 0.07% 176

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

Measured Wealth Private Client Group's SNX Position: Q2 2026 in Review

Measured Wealth Private Client Group held its TD Synnex (SNX) position steady in Q2 2026 at 156 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #352.

Measured Wealth Private Client Group first reported a position in SNX in Q2 2024 and has held it in 5 quarters since. The position peaked at $206K in Q2 2024. 734 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • Measured Wealth Private Client Group held 156 shares of TD Synnex worth $41.7K as of Q2 2026.
  • Measured Wealth Private Client Group left its TD Synnex share count unchanged in Q2 2026.
  • TD Synnex made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #352 holding.
  • Measured Wealth Private Client Group first reported a position in TD Synnex in Q2 2024 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's TD Synnex position peaked at $206K in Q2 2024.
  • 734 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.