MPWM Advisory Solutions’s TD Synnex SNX Stock Holding History

MPWM Advisory Solutions’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
2025 Q2	–	Sell	-5	Closed	-$520	–	721
2025 Q1	$520	Hold	5	–	–	﹤0.01%	640
2024 Q4	$586	Buy	+5	New	+$599	﹤0.01%	644

Other funds holding SNX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

MPWM Advisory Solutions's SNX Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of TD Synnex (SNX) in Q2 2025, closing a stake of 5 shares — an estimated $520 sold.

MPWM Advisory Solutions first reported a position in SNX in Q4 2024 and held it in 2 quarters. The position peaked at $586 in Q4 2024. 474 funds tracked by Wall St. Rank hold SNX as of Q2 2025.

MPWM Advisory Solutions reported no remaining TD Synnex position as of Q2 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 5 TD Synnex shares in Q2 2025, an estimated $520.
MPWM Advisory Solutions first reported a position in TD Synnex in Q4 2024 and held it in 2 quarters.
MPWM Advisory Solutions's TD Synnex position peaked at $586 in Q4 2024.
474 funds tracked by Wall St. Rank held TD Synnex as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.