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AssuredPartners Investment Advisors’s Snowflake SNOW Stock Holding History

AssuredPartners Investment Advisors’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 		– Sell
-1,872
Closed -$411K – 428
2025
Q4 		$411K Sell
1,872
-133
-7% -$32.5K 0.06% 237
2025
Q3 		$452K Buy
2,005
+435
+28% +$93.4K 0.1% 143
2025
Q2 		$351K Sell
1,570
-605
-28% -$109K 0.09% 170
2025
Q1 		$318K Buy
2,175
+640
+42% +$109K 0.06% 264
2024
Q4 		$237K Buy
+1,535
New +$216K 0.05% 299

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

AssuredPartners Investment Advisors's SNOW Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of Snowflake (SNOW) in Q1 2026, closing a stake of 1,872 shares — an estimated $411K sold.

AssuredPartners Investment Advisors first reported a position in SNOW in Q4 2024 and held it in 5 quarters. The position peaked at $452K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • AssuredPartners Investment Advisors reported no remaining Snowflake position as of Q1 2026 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 1,872 Snowflake shares in Q1 2026, an estimated $411K.
  • AssuredPartners Investment Advisors first reported a position in Snowflake in Q4 2024 and held it in 5 quarters.
  • AssuredPartners Investment Advisors's Snowflake position peaked at $452K in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.