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Atria Wealth Solutions’s Snap-on SNA Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$558K Sell
1,793
-1,720
-49% -$547K 0.01% 867
2025
Q1 		$1.18M Sell
3,513
-870
-20% -$296K 0.01% 818
2024
Q4 		$1.49M Buy
4,383
+1,931
+79% +$652K 0.02% 756
2024
Q3 		$710K Sell
2,452
-1,103
-31% -$304K 0.01% 1062
2024
Q2 		$929K Buy
3,555
+802
+29% +$220K 0.01% 926
2024
Q1 		$815K Sell
2,753
-1,656
-38% -$470K 0.01% 1006
2023
Q4 		$1.27M Buy
4,409
+1,181
+37% +$319K 0.02% 771
2023
Q3 		$823K Sell
3,228
-577
-15% -$156K 0.01% 900
2023
Q2 		$1.1M Buy
3,805
+690
+22% +$179K 0.02% 801
2023
Q1 		$769K Buy
3,115
+118
+4% +$28.8K 0.01% 916
2022
Q4 		$685K Buy
2,997
+930
+45% +$210K 0.01% 935
2022
Q3 		$416K Buy
2,067
+441
+27% +$95.1K 0.01% 1133
2022
Q2 		$320K Sell
1,626
-2
-0.1% -$426 0.01% 1180
2022
Q1 		$335K Buy
+1,628
New +$343K 0.01% 1265

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's SNA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Snap-on (SNA) stake by 49% in Q2 2025, selling an estimated $547K and leaving 1,793 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #867.

Atria Wealth Solutions first reported a position in SNA in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.49M in Q4 2024. 942 funds tracked by Wall St. Rank hold SNA as of Q2 2025.

  • Atria Wealth Solutions held 1,793 shares of Snap-on worth $558K as of Q2 2025.
  • Atria Wealth Solutions sold 1,720 Snap-on shares in Q2 2025, an estimated $547K.
  • Snap-on made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #867 holding.
  • Atria Wealth Solutions first reported a position in Snap-on in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Snap-on position peaked at $1.49M in Q4 2024.
  • 942 funds tracked by Wall St. Rank held Snap-on as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.