Moran Wealth Management
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Moran Wealth Management’s TD Synnex SNX Stock Holding History

Moran Wealth Management’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 		$344K Buy
1,340
+119
+10% +$30.4K 0.01% 445
2026
Q2 		$326K Buy
+1,221
New +$294K 0.01% 445
2025
Q2 		– Sell
-38,396
Closed -$3.99M – 511
2025
Q1 		$3.99M Buy
38,396
+442
+1% +$59.1K 0.13% 206
2024
Q4 		$4.45M Buy
37,954
+2,393
+7% +$287K 0.14% 178
2024
Q3 		$4.27M Buy
+35,561
New +$4.11M 0.13% 187

Other funds holding SNX

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Moran Wealth Management's SNX Position: Q3 2026 in Review

Moran Wealth Management increased its TD Synnex (SNX) stake by 9.7% in Q3 2026, buying an estimated $30.4K and bringing the position to 1,340 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #445.

Moran Wealth Management first reported a position in SNX in Q3 2024 and has held it in 5 quarters since. The position peaked at $4.45M in Q4 2024. 385 funds tracked by Wall St. Rank hold SNX as of Q3 2026.

  • Moran Wealth Management held 1,340 shares of TD Synnex worth $344K as of Q3 2026.
  • Moran Wealth Management bought 119 TD Synnex shares in Q3 2026, an estimated $30.4K.
  • TD Synnex made up 0.01% of Moran Wealth Management's portfolio in Q3 2026, its #445 holding.
  • Moran Wealth Management first reported a position in TD Synnex in Q3 2024 and has held it in 5 quarters since.
  • Moran Wealth Management's TD Synnex position peaked at $4.45M in Q4 2024.
  • 385 funds tracked by Wall St. Rank held TD Synnex as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.