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Asset Planning Inc’s Snap-on SNA Stock Holding History

Asset Planning Inc’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 		$326K Sell
810
-200
-20% -$75.6K 0.21% 66
2026
Q1 		$367K Hold
1,010
– – 0.26% 56
2025
Q4 		$348K Hold
1,010
– – 0.24% 60
2025
Q3 		$350K Hold
1,010
– – 0.25% 64
2025
Q2 		$314K Hold
1,010
– – 0.24% 66
2025
Q1 		$340K Buy
1,010
+810
+405% +$275K 0.27% 59
2024
Q4 		$67.9K Buy
+200
New +$67.5K 0.05% 126

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 $3.37T AUM 44.26% 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

Asset Planning Inc's SNA Position: Q2 2026 in Review

Asset Planning Inc reduced its Snap-on (SNA) stake by 20% in Q2 2026, selling an estimated $75.6K and leaving 810 shares worth $326K. The position accounts for 0.21% of the portfolio, ranked #66.

Asset Planning Inc first reported a position in SNA in Q4 2024 and has held it in 7 quarters since. The position peaked at $367K in Q1 2026. 1,063 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Asset Planning Inc held 810 shares of Snap-on worth $326K as of Q2 2026.
  • Asset Planning Inc sold 200 Snap-on shares in Q2 2026, an estimated $75.6K.
  • Snap-on made up 0.21% of Asset Planning Inc's portfolio in Q2 2026, its #66 holding.
  • Asset Planning Inc first reported a position in Snap-on in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Snap-on position peaked at $367K in Q1 2026.
  • 1,063 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.