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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
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 $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

Asset Planning Inc's SNA Position: Q1 2026 in Review

Asset Planning Inc held its Snap-on (SNA) position steady in Q1 2026 at 1,010 shares worth $367K. The position accounts for 0.26% of the portfolio, ranked #56.

Asset Planning Inc first reported a position in SNA in Q4 2024 and has held it in 6 quarters since. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Asset Planning Inc held 1,010 shares of Snap-on worth $367K as of Q1 2026.
  • Asset Planning Inc left its Snap-on share count unchanged in Q1 2026.
  • Snap-on made up 0.26% of Asset Planning Inc's portfolio in Q1 2026, its #56 holding.
  • Asset Planning Inc first reported a position in Snap-on in Q4 2024 and has held it in 6 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.