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Avantax Advisory Services’s Snap-on SNA Stock Holding History

Avantax Advisory Services’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 		$1.38M Sell
4,450
-79
-2% -$25.1K 0.01% 983
2025
Q1 		$1.53M Sell
4,529
-40
-0.9% -$13.6K 0.01% 883
2024
Q4 		$1.55M Buy
4,569
+11
+0.2% +$3.71K 0.01% 844
2024
Q3 		$1.32M Buy
4,558
+472
+12% +$130K 0.01% 881
2024
Q2 		$1.07M Buy
+4,086
New +$1.12M 0.01% 942
2024
Q1 		– Sell
-3,371
Closed -$974K – 1731
2023
Q4 		$974K Buy
3,371
+139
+4% +$37.5K 0.01% 722
2023
Q3 		$824K Sell
3,232
-50
-2% -$13.5K 0.01% 752
2023
Q2 		$946K Sell
3,282
-125
-4% -$32.4K 0.01% 700
2023
Q1 		$841K Buy
3,407
+151
+5% +$36.9K 0.01% 715
2022
Q4 		$744K Buy
3,256
+33
+1% +$7.46K 0.01% 720
2022
Q3 		$649K Buy
3,223
+45
+1% +$9.7K 0.01% 678
2022
Q2 		$626K Buy
3,178
+1
+0% +$213 0.01% 693
2022
Q1 		$654K Buy
3,177
+7
+0.2% +$1.48K 0.01% 689
2021
Q4 		$683K Buy
3,170
+51
+2% +$10.9K 0.01% 651
2021
Q3 		$651K Hold
3,119
– – 0.01% 620
2021
Q2 		$696K Sell
3,119
-10
-0.3% -$2.39K 0.01% 574
2021
Q1 		$723K Sell
3,129
-54
-2% -$10.6K 0.02% 506
2020
Q4 		$545K Sell
3,183
-1,953
-38% -$326K 0.01% 533
2020
Q3 		$757K Buy
5,136
+1,563
+44% +$227K 0.01% 633
2020
Q2 		$495K Sell
3,573
-61
-2% -$7.75K 0.01% 484
2020
Q1 		$396K Sell
3,634
-44
-1% -$6.5K 0.01% 493
2019
Q4 		$623K Buy
+3,678
New +$600K 0.01% 421

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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

Avantax Advisory Services's SNA Position: Q2 2025 in Review

Avantax Advisory Services reduced its Snap-on (SNA) stake by 1.7% in Q2 2025, selling an estimated $25.1K and leaving 4,450 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #983.

Avantax Advisory Services first reported a position in SNA in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.55M in Q4 2024. 943 funds tracked by Wall St. Rank hold SNA as of Q2 2025.

  • Avantax Advisory Services held 4,450 shares of Snap-on worth $1.38M as of Q2 2025.
  • Avantax Advisory Services sold 79 Snap-on shares in Q2 2025, an estimated $25.1K.
  • Snap-on made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #983 holding.
  • Avantax Advisory Services first reported a position in Snap-on in Q4 2019 and has held it in 22 quarters since.
  • Avantax Advisory Services's Snap-on position peaked at $1.55M in Q4 2024.
  • 943 funds tracked by Wall St. Rank held Snap-on as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.