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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return