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True Wealth Design’s TD Synnex SNX Stock Holding History

True Wealth Design’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 		$45.4K Buy
170
+25
+17% +$6.02K 0.01% 526
2026
Q1 		$24.5K Buy
145
+108
+292% +$17K 0.01% 634
2025
Q4 		$5.56K Sell
37
-2
-5% -$307 ﹤0.01% 1045
2025
Q3 		$6.39K Buy
39
+36
+1,200% +$5.31K ﹤0.01% 991
2025
Q2 		$408 Sell
3
-53
-95% -$6.22K ﹤0.01% 1823
2025
Q1 		$5.82K Buy
56
+4
+8% +$535 ﹤0.01% 638
2024
Q4 		$6.1K Hold
52
– – ﹤0.01% 498
2024
Q3 		$6.25K Buy
52
+47
+940% +$5.44K ﹤0.01% 513
2024
Q2 		$577 Buy
5
+1
+25% +$122 ﹤0.01% 630
2024
Q1 		$453 Buy
4
+2
+100% +$208 ﹤0.01% 644
2023
Q4 		$216 Hold
2
– – ﹤0.01% 668
2023
Q3 		$200 Hold
2
– – ﹤0.01% 642
2023
Q2 		$188 Hold
2
– – ﹤0.01% 660
2023
Q1 		$194 Hold
2
– – ﹤0.01% 741
2022
Q4 		$189 Buy
+2
New +$187 ﹤0.01% 673

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

True Wealth Design's SNX Position: Q2 2026 in Review

True Wealth Design increased its TD Synnex (SNX) stake by 17% in Q2 2026, buying an estimated $6.02K and bringing the position to 170 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #526.

True Wealth Design first reported a position in SNX in Q4 2022 and has held it in 15 quarters since. 734 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • True Wealth Design held 170 shares of TD Synnex worth $45.4K as of Q2 2026.
  • True Wealth Design bought 25 TD Synnex shares in Q2 2026, an estimated $6.02K.
  • TD Synnex made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #526 holding.
  • True Wealth Design first reported a position in TD Synnex in Q4 2022 and has held it in 15 quarters since.
  • 734 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.