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Uniting Wealth Partners’s TD Synnex SNX Stock Holding History

Uniting Wealth Partners’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
Q1 		– Sell
-1,518
Closed -$228K – 212
2025
Q4 		$228K Buy
1,518
+1
+0.1% +$153 0.07% 142
2025
Q3 		$248K Buy
1,517
+1
+0.1% +$147 0.06% 153
2025
Q2 		$206K Buy
+1,516
New +$178K 0.08% 104
2025
Q1 		– Sell
-3,514
Closed -$412K – 125
2024
Q4 		$412K Buy
+3,514
New +$421K 0.2% 57

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
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Uniting Wealth Partners's SNX Position: Q1 2026 in Review

Uniting Wealth Partners sold out of TD Synnex (SNX) in Q1 2026, closing a stake of 1,518 shares — an estimated $228K sold.

Uniting Wealth Partners first reported a position in SNX in Q4 2024 and held it in 4 quarters. The position peaked at $412K in Q4 2024. 606 funds tracked by Wall St. Rank hold SNX as of Q1 2026.

  • Uniting Wealth Partners reported no remaining TD Synnex position as of Q1 2026 after selling out during the quarter.
  • Uniting Wealth Partners sold 1,518 TD Synnex shares in Q1 2026, an estimated $228K.
  • Uniting Wealth Partners first reported a position in TD Synnex in Q4 2024 and held it in 4 quarters.
  • Uniting Wealth Partners's TD Synnex position peaked at $412K in Q4 2024.
  • 606 funds tracked by Wall St. Rank held TD Synnex as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.