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Wealthspire Advisors (New York)’s TD Synnex SNX Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-711
Closed -$116K – 2610
2025
Q3 		$116K Buy
+711
New +$105K ﹤0.01% 970

Other funds holding SNX

Vanguard Group
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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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wealthspire Advisors (New York)'s SNX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of TD Synnex (SNX) in Q4 2025, closing a stake of 711 shares — an estimated $116K sold.

Wealthspire Advisors (New York) first reported a position in SNX in Q3 2025 and held it in 1 quarter. The position peaked at $116K in Q3 2025. 541 funds tracked by Wall St. Rank hold SNX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining TD Synnex position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 711 TD Synnex shares in Q4 2025, an estimated $116K.
  • Wealthspire Advisors (New York) first reported a position in TD Synnex in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s TD Synnex position peaked at $116K in Q3 2025.
  • 541 funds tracked by Wall St. Rank held TD Synnex as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.