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Avantax Planning Partners’s Snap-on SNA Stock Holding History

Avantax Planning Partners’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
2026
Q2 		$515K Sell
1,279
-9
-0.7% -$3.4K 0.01% 287
2026
Q1 		$468K Buy
1,288
+1
+0.1% +$371 0.01% 288
2025
Q4 		$444K Buy
1,287
+2
+0.2% +$684 0.01% 297
2025
Q3 		$445K Sell
1,285
-19
-1% -$6.22K 0.01% 291
2025
Q2 		$406K Buy
1,304
+1
+0.1% +$318 0.01% 299
2025
Q1 		$439K Buy
1,303
+1
+0.1% +$340 0.02% 278
2024
Q4 		$442K Buy
1,302
+2
+0.2% +$675 0.02% 277
2024
Q3 		$377K Sell
1,300
-7
-0.5% -$1.93K 0.01% 298
2024
Q2 		$342K Buy
1,307
+1
+0.1% +$275 0.01% 341
2024
Q1 		$387K Buy
1,306
+193
+17% +$54.8K 0.01% 324
2023
Q4 		$321K Sell
1,113
-18
-2% -$4.86K 0.01% 290
2023
Q3 		$288K Buy
1,131
+38
+3% +$10.3K 0.01% 289
2023
Q2 		$315K Buy
1,093
+39
+4% +$10.1K 0.01% 287
2023
Q1 		$260K Buy
1,054
+116
+12% +$28.3K 0.01% 320
2022
Q4 		$214K Buy
+938
New +$212K 0.01% 346
2022
Q3 		– Sell
-1,406
Closed -$277K – 363
2022
Q2 		$277K Buy
1,406
+75
+6% +$16K 0.01% 282
2022
Q1 		$273K Hold
1,331
– – 0.01% 295
2021
Q4 		$287K Hold
1,331
– – 0.01% 282
2021
Q3 		$278K Hold
1,331
– – 0.01% 266
2021
Q2 		$297K Buy
+1,331
New +$319K 0.01% 256
2018
Q4 		– Sell
-44
Closed -$8K – 1048
2018
Q3 		$8K Buy
+44
New +$7.67K ﹤0.01% 948
2018
Q2 		– Sell
-81
Closed -$11K – 1285
2018
Q1 		$11K Buy
+81
New +$13.3K ﹤0.01% 1012

Other funds holding SNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avantax Planning Partners's SNA Position: Q2 2026 in Review

Avantax Planning Partners reduced its Snap-on (SNA) stake by 0.7% in Q2 2026, selling an estimated $3.4K and leaving 1,279 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #287.

Avantax Planning Partners first reported a position in SNA in Q1 2018 and has held it in 22 quarters since. 1,065 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Avantax Planning Partners held 1,279 shares of Snap-on worth $515K as of Q2 2026.
  • Avantax Planning Partners sold 9 Snap-on shares in Q2 2026, an estimated $3.4K.
  • Snap-on made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #287 holding.
  • Avantax Planning Partners first reported a position in Snap-on in Q1 2018 and has held it in 22 quarters since.
  • 1,065 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.