AWM
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Accurate Wealth Management’s Snowflake SNOW Stock Holding History

Accurate 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
2026
Q1 		– Sell
-5,386
Closed -$1.18M – 568
2025
Q4 		$1.18M Sell
5,386
-11
-0.2% -$2.69K 0.15% 156
2025
Q3 		$1.3M Buy
+5,397
New +$1.16M 0.17% 135
2023
Q1 		– Sell
-197
Closed -$27.2K – 1237
2022
Q4 		$27.2K Buy
+197
New +$30.1K 0.01% 596

Other funds holding SNOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Accurate Wealth Management's SNOW Position: Q1 2026 in Review

Accurate Wealth Management sold out of Snowflake (SNOW) in Q1 2026, closing a stake of 5,386 shares — an estimated $1.18M sold.

Accurate Wealth Management first reported a position in SNOW in Q4 2022 and held it in 3 quarters. The position peaked at $1.3M in Q3 2025. 1,277 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Accurate Wealth Management reported no remaining Snowflake position as of Q1 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 5,386 Snowflake shares in Q1 2026, an estimated $1.18M.
  • Accurate Wealth Management first reported a position in Snowflake in Q4 2022 and held it in 3 quarters.
  • Accurate Wealth Management's Snowflake position peaked at $1.3M in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.