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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Advyzon Investment Management's SNA Position: Q1 2026 in Review

Advyzon Investment Management reduced its Snap-on (SNA) stake by 0.4% in Q1 2026, selling an estimated $1.11K and leaving 741 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #574.

Advyzon Investment Management first reported a position in SNA in Q4 2024 and has held it in 4 quarters since. The position peaked at $302K in Q1 2025. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Advyzon Investment Management held 741 shares of Snap-on worth $269K as of Q1 2026.
  • Advyzon Investment Management sold 3 Snap-on shares in Q1 2026, an estimated $1.11K.
  • Snap-on made up 0.02% of Advyzon Investment Management's portfolio in Q1 2026, its #574 holding.
  • Advyzon Investment Management first reported a position in Snap-on in Q4 2024 and has held it in 4 quarters since.
  • Advyzon Investment Management's Snap-on position peaked at $302K in Q1 2025.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.