AAS
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Avantax Advisory Services’s Snowflake SNOW Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$2.09M Buy
9,351
+544
+6% +$98.4K 0.01% 777
2025
Q1 		$1.29M Sell
8,807
-2,116
-19% -$359K 0.01% 960
2024
Q4 		$1.69M Buy
10,923
+2,106
+24% +$297K 0.01% 794
2024
Q3 		$1.01M Buy
8,817
+1,235
+16% +$152K 0.01% 1012
2024
Q2 		$1.02M Buy
7,582
+2,256
+42% +$333K 0.01% 964
2024
Q1 		$861K Buy
5,326
+604
+13% +$117K 0.01% 808
2023
Q4 		$940K Buy
4,722
+986
+26% +$167K 0.01% 734
2023
Q3 		$571K Buy
3,736
+553
+17% +$90K 0.01% 892
2023
Q2 		$560K Buy
3,183
+449
+16% +$73K 0.01% 899
2023
Q1 		$422K Sell
2,734
-195
-7% -$28.6K 0.01% 984
2022
Q4 		$420K Sell
2,929
-337
-10% -$51.4K 0.01% 942
2022
Q3 		$555K Buy
3,266
+392
+14% +$64.9K 0.01% 730
2022
Q2 		$400K Buy
2,874
+103
+4% +$16.3K 0.01% 880
2022
Q1 		$634K Buy
2,771
+327
+13% +$84.5K 0.01% 707
2021
Q4 		$828K Buy
2,444
+181
+8% +$63.1K 0.01% 583
2021
Q3 		$686K Buy
2,263
+206
+10% +$58.6K 0.01% 598
2021
Q2 		$498K Buy
2,057
+467
+29% +$109K 0.01% 711
2021
Q1 		$362K Buy
+1,590
New +$424K 0.01% 726
2020
Q4 		– Sell
-805
Closed -$204K – 1301
2020
Q3 		$204K Buy
+805
New +$192K ﹤0.01% 1218

Other funds holding SNOW

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Avantax Advisory Services increased its Snowflake (SNOW) stake by 6.2% in Q2 2025, buying an estimated $98.4K and bringing the position to 9,351 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #777.

Avantax Advisory Services first reported a position in SNOW in Q3 2020 and has held it in 19 quarters since. 1,299 funds tracked by Wall St. Rank hold SNOW as of Q2 2025.

  • Avantax Advisory Services held 9,351 shares of Snowflake worth $2.09M as of Q2 2025.
  • Avantax Advisory Services bought 544 Snowflake shares in Q2 2025, an estimated $98.4K.
  • Snowflake made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #777 holding.
  • Avantax Advisory Services first reported a position in Snowflake in Q3 2020 and has held it in 19 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Snowflake as of Q2 2025.

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