AWM
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Accredited Wealth Management’s Snap-on SNA Stock Holding History

Accredited Wealth Management’s Portfolio SNA Stock Details SNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$18.4K Sell
25
-28
-53% -$9.17K 0.01% 203
2025
Q2 		$16.5K Hold
53
– – 0.01% 210
2025
Q1 		$17.9K Buy
+53
New +$18K 0.02% 193

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accredited Wealth Management's SNA Position: Q3 2025 in Review

Accredited Wealth Management reduced its Snap-on (SNA) stake by 53% in Q3 2025, selling an estimated $9.17K and leaving 25 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #203.

Accredited Wealth Management first reported a position in SNA in Q1 2025 and has held it in 3 quarters since. 954 funds tracked by Wall St. Rank hold SNA as of Q3 2025.

  • Accredited Wealth Management held 25 shares of Snap-on worth $18.4K as of Q3 2025.
  • Accredited Wealth Management sold 28 Snap-on shares in Q3 2025, an estimated $9.17K.
  • Snap-on made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #203 holding.
  • Accredited Wealth Management first reported a position in Snap-on in Q1 2025 and has held it in 3 quarters since.
  • 954 funds tracked by Wall St. Rank held Snap-on as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.