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Arete Wealth Advisors’s Snap-on SNA Stock Holding History

Arete Wealth Advisors’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 		– Sell
-1,092
Closed -$376K – 677
2025
Q4 		$376K Sell
1,092
-9
-0.8% -$3.08K 0.02% 523
2025
Q3 		$382K Sell
1,101
-2
-0.2% -$655 0.02% 516
2025
Q2 		$343K Sell
1,103
-11
-1% -$3.5K 0.02% 519
2025
Q1 		$375K Sell
1,114
-222
-17% -$75.4K 0.03% 469
2024
Q4 		$454K Sell
1,336
-76
-5% -$25.6K 0.03% 437
2024
Q3 		$407K Buy
1,412
+304
+27% +$83.8K 0.03% 424
2024
Q2 		$287K Buy
+1,108
New +$304K 0.02% 544
2024
Q1 		– Sell
-1,214
Closed -$351K – 675
2023
Q4 		$351K Buy
1,214
+153
+14% +$41.3K 0.03% 506
2023
Q3 		$271K Buy
+1,061
New +$287K 0.05% 366
2022
Q3 		– Sell
-7,765
Closed -$554K – 618
2022
Q2 		$554K Buy
7,765
+6,747
+663% +$1.44M 0.06% 226
2022
Q1 		$209K Buy
1,018
+6
+0.6% +$1.27K 0.02% 471
2021
Q4 		$216K Buy
1,012
+53
+6% +$11.3K 0.02% 457
2021
Q3 		$200K Buy
959
+53
+6% +$11.7K 0.02% 399
2021
Q2 		$202K Buy
906
+5
+0.6% +$1.2K 0.03% 336
2021
Q1 		$208K Buy
+901
New +$177K 0.03% 392

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

Arete Wealth Advisors's SNA Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Snap-on (SNA) in Q1 2026, closing a stake of 1,092 shares — an estimated $376K sold.

Arete Wealth Advisors first reported a position in SNA in Q1 2021 and held it in 15 quarters. The position peaked at $554K in Q2 2022. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Snap-on position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,092 Snap-on shares in Q1 2026, an estimated $376K.
  • Arete Wealth Advisors first reported a position in Snap-on in Q1 2021 and held it in 15 quarters.
  • Arete Wealth Advisors's Snap-on position peaked at $554K in Q2 2022.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.