1858 Wealth Management’s Snowflake SNOW Stock Holding History

1858 Wealth Management’s Portfolio SNOW Stock Details SNOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$755K	Buy	3,348 +753	+29%	+$162K	0.53%	44
2025 Q2	$581K	Buy	2,595 +364	+16%	+$65.8K	0.43%	49
2025 Q1	$326K	Buy	2,231 +423	+23%	+$71.8K	0.28%	71
2024 Q4	$279K	Buy	+1,808	New	+$255K	0.22%	93

Other funds holding SNOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

1858 Wealth Management's SNOW Position: Q3 2025 in Review

1858 Wealth Management increased its Snowflake (SNOW) stake by 29% in Q3 2025, buying an estimated $162K and bringing the position to 3,348 shares worth $755K. The position accounts for 0.53% of the portfolio, ranked #44.

1858 Wealth Management first reported a position in SNOW in Q4 2024 and has held it in 4 quarters since. 1,342 funds tracked by Wall St. Rank hold SNOW as of Q3 2025.

1858 Wealth Management held 3,348 shares of Snowflake worth $755K as of Q3 2025.
1858 Wealth Management bought 753 Snowflake shares in Q3 2025, an estimated $162K.
Snowflake made up 0.53% of 1858 Wealth Management's portfolio in Q3 2025, its #44 holding.
1858 Wealth Management first reported a position in Snowflake in Q4 2024 and has held it in 4 quarters since.
1,342 funds tracked by Wall St. Rank held Snowflake as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.