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Advyzon Investment Management’s Snap-on SNA Stock Holding History

Advyzon Investment 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
2026
Q2 		– Sell
-741
Closed -$269K – 797
2026
Q1 		$269K Sell
741
-3
-0.4% -$1.11K 0.02% 574
2025
Q4 		$256K Buy
+744
New +$254K 0.03% 485
2025
Q2 		– Sell
-895
Closed -$302K – 393
2025
Q1 		$302K Buy
895
+95
+12% +$32.3K 0.11% 181
2024
Q4 		$272K Buy
+800
New +$270K 0.1% 178

Other funds holding SNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advyzon Investment Management's SNA Position: Q2 2026 in Review

Advyzon Investment Management sold out of Snap-on (SNA) in Q2 2026, closing a stake of 741 shares — an estimated $269K sold.

Advyzon Investment Management first reported a position in SNA in Q4 2024 and held it in 4 quarters. The position peaked at $302K in Q1 2025. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Advyzon Investment Management reported no remaining Snap-on position as of Q2 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 741 Snap-on shares in Q2 2026, an estimated $269K.
  • Advyzon Investment Management first reported a position in Snap-on in Q4 2024 and held it in 4 quarters.
  • Advyzon Investment Management's Snap-on position peaked at $302K in Q1 2025.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.