Advisor OS’s Snap-on SNA Stock Holding History

Advisor OS’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
2026 Q2	$528K	Sell	1,312 -51	-4%	-$19.3K	0.04%	301
2026 Q1	$495K	Buy	+1,363	New	+$505K	0.04%	301

Other funds holding SNA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisor OS's SNA Position: Q2 2026 in Review

Advisor OS reduced its Snap-on (SNA) stake by 3.7% in Q2 2026, selling an estimated $19.3K and leaving 1,312 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #301.

Advisor OS first reported a position in SNA in Q1 2026 and has held it in 2 quarters since. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

Advisor OS held 1,312 shares of Snap-on worth $528K as of Q2 2026.
Advisor OS sold 51 Snap-on shares in Q2 2026, an estimated $19.3K.
Snap-on made up 0.04% of Advisor OS's portfolio in Q2 2026, its #301 holding.
Advisor OS first reported a position in Snap-on in Q1 2026 and has held it in 2 quarters since.
1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.