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Sage Investment Counsel’s TD Synnex SNX Stock Holding History

Sage Investment Counsel’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 		$1.9M Sell
7,123
-1,921
-21% -$463K 1.91% 13
2026
Q1 		$1.53M Sell
9,044
-57
-0.6% -$8.98K 1.69% 15
2025
Q4 		$1.37M Sell
9,101
-350
-4% -$53.7K 1.5% 19
2025
Q3 		$1.55M Sell
9,451
-353
-4% -$52K 1.71% 14
2025
Q2 		$1.33M Buy
9,804
+1,510
+18% +$177K 1.54% 21
2025
Q1 		$862K Buy
8,294
+2,806
+51% +$375K 1.09% 27
2024
Q4 		$644K Buy
+5,488
New +$657K 0.84% 34

Other funds holding SNX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sage Investment Counsel's SNX Position: Q2 2026 in Review

Sage Investment Counsel reduced its TD Synnex (SNX) stake by 21% in Q2 2026, selling an estimated $463K and leaving 7,123 shares worth $1.9M. The position accounts for 1.91% of the portfolio, ranked #13.

Sage Investment Counsel first reported a position in SNX in Q4 2024 and has held it in 7 quarters since. 279 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • Sage Investment Counsel held 7,123 shares of TD Synnex worth $1.9M as of Q2 2026.
  • Sage Investment Counsel sold 1,921 TD Synnex shares in Q2 2026, an estimated $463K.
  • TD Synnex made up 1.91% of Sage Investment Counsel's portfolio in Q2 2026, its #13 holding.
  • Sage Investment Counsel first reported a position in TD Synnex in Q4 2024 and has held it in 7 quarters since.
  • 279 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.