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AE Wealth Management’s Snap-on SNA Stock Holding History

AE 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
2026
Q1 		$2.43M Buy
6,696
+5,703
+574% +$2.11M 0.01% 588
2025
Q4 		$342K Buy
993
+48
+5% +$16.4K ﹤0.01% 1243
2025
Q3 		$327K Buy
945
+70
+8% +$22.9K ﹤0.01% 1150
2025
Q2 		$272K Sell
875
-215
-20% -$68.4K ﹤0.01% 1155
2025
Q1 		$368K Buy
1,090
+62
+6% +$21.1K ﹤0.01% 1012
2024
Q4 		$349K Buy
1,028
+19
+2% +$6.41K ﹤0.01% 1032
2024
Q3 		$292K Buy
+1,009
New +$278K ﹤0.01% 1037
2024
Q1 		– Sell
-4,159
Closed -$1.2M – 1857
2023
Q4 		$1.2M Buy
4,159
+1,142
+38% +$308K 0.01% 1085
2023
Q3 		$769K Sell
3,017
-1,240
-29% -$335K ﹤0.01% 1205
2023
Q2 		$1.23M Buy
+4,257
New +$1.1M 0.01% 1012
2022
Q2 		– Sell
-1,009
Closed -$207K – 1828
2022
Q1 		$207K Sell
1,009
-3,344
-77% -$705K ﹤0.01% 1571
2021
Q4 		$937K Buy
+4,353
New +$930K 0.01% 947
2020
Q3 		– Sell
-1,623
Closed -$225K – 1371
2020
Q2 		$225K Buy
+1,623
New +$206K ﹤0.01% 1118

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AE Wealth Management's SNA Position: Q1 2026 in Review

AE Wealth Management increased its Snap-on (SNA) stake by 574% in Q1 2026, buying an estimated $2.11M and bringing the position to 6,696 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #588.

AE Wealth Management first reported a position in SNA in Q2 2020 and has held it in 13 quarters since. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • AE Wealth Management held 6,696 shares of Snap-on worth $2.43M as of Q1 2026.
  • AE Wealth Management bought 5,703 Snap-on shares in Q1 2026, an estimated $2.11M.
  • Snap-on made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #588 holding.
  • AE Wealth Management first reported a position in Snap-on in Q2 2020 and has held it in 13 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.