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Waverly Advisors’s TD Synnex SNX Stock Holding History

Waverly Advisors’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 		$2M Buy
7,472
+60
+0.8% +$14.5K 0.01% 696
2026
Q1 		$1.25M Buy
7,412
+438
+6% +$69K 0.01% 768
2025
Q4 		$1.05M Buy
6,974
+2,458
+54% +$377K 0.01% 747
2025
Q3 		$739K Sell
4,516
-154
-3% -$22.7K 0.01% 724
2025
Q2 		$634K Sell
4,670
-27
-0.6% -$3.17K 0.01% 741
2025
Q1 		$488K Sell
4,697
-27
-0.6% -$3.61K 0.01% 775
2024
Q4 		$554K Buy
4,724
+2,061
+77% +$247K 0.01% 657
2024
Q3 		$320K Buy
+2,663
New +$308K 0.01% 670

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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

Waverly Advisors's SNX Position: Q2 2026 in Review

Waverly Advisors increased its TD Synnex (SNX) stake by 0.81% in Q2 2026, buying an estimated $14.5K and bringing the position to 7,472 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #696.

Waverly Advisors first reported a position in SNX in Q3 2024 and has held it in 8 quarters since. 739 funds tracked by Wall St. Rank hold SNX as of Q2 2026.

  • Waverly Advisors held 7,472 shares of TD Synnex worth $2M as of Q2 2026.
  • Waverly Advisors bought 60 TD Synnex shares in Q2 2026, an estimated $14.5K.
  • TD Synnex made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #696 holding.
  • Waverly Advisors first reported a position in TD Synnex in Q3 2024 and has held it in 8 quarters since.
  • 739 funds tracked by Wall St. Rank held TD Synnex as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.