AWM
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AE Wealth Management’s Snowflake SNOW Stock Holding History

AE 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 		$388K Buy
2,573
+914
+55% +$169K ﹤0.01% 1235
2025
Q4 		$364K Buy
+1,659
New +$405K ﹤0.01% 1215
2025
Q3 		– Sell
-1,505
Closed -$337K – 2365
2025
Q2 		$337K Sell
1,505
-617
-29% -$112K ﹤0.01% 1066
2025
Q1 		$310K Buy
+2,122
New +$360K ﹤0.01% 1073
2024
Q1 		– Sell
-22,985
Closed -$4.65M – 1859
2023
Q4 		$4.65M Buy
22,985
+8,195
+55% +$1.39M 0.02% 618
2023
Q3 		$2.26M Buy
14,790
+1,674
+13% +$273K 0.01% 811
2023
Q2 		$2.31M Buy
13,116
+4,340
+49% +$705K 0.01% 803
2023
Q1 		$1.35M Buy
8,776
+735
+9% +$108K 0.01% 929
2022
Q4 		$1.15M Sell
8,041
-1,063
-12% -$162K 0.01% 928
2022
Q3 		$1.55M Buy
9,104
+3,661
+67% +$606K 0.01% 788
2022
Q2 		$757K Buy
5,443
+3,659
+205% +$580K 0.01% 991
2022
Q1 		$409K Sell
1,784
-2,163
-55% -$559K ﹤0.01% 1296
2021
Q4 		$1.34M Sell
3,947
-1,774
-31% -$618K 0.01% 831
2021
Q3 		$1.73M Buy
5,721
+4,854
+560% +$1.38M 0.01% 690
2021
Q2 		$210K Buy
+867
New +$202K ﹤0.01% 1486

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

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

AE Wealth Management increased its Snowflake (SNOW) stake by 55% in Q1 2026, buying an estimated $169K and bringing the position to 2,573 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

AE Wealth Management first reported a position in SNOW in Q2 2021 and has held it in 15 quarters since. The position peaked at $4.65M in Q4 2023. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • AE Wealth Management held 2,573 shares of Snowflake worth $388K as of Q1 2026.
  • AE Wealth Management bought 914 Snowflake shares in Q1 2026, an estimated $169K.
  • Snowflake made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1235 holding.
  • AE Wealth Management first reported a position in Snowflake in Q2 2021 and has held it in 15 quarters since.
  • AE Wealth Management's Snowflake position peaked at $4.65M in Q4 2023.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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