Axim Planning & Wealth’s Snowflake SNOW Stock Holding History

Axim Planning & Wealth’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 Q3	–	Sell	-954	Closed	-$213K	–	105
2025 Q2	$213K	Buy	+954	New	+$172K	0.2%	58

Other funds holding SNOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Axim Planning & Wealth's SNOW Position: Q3 2025 in Review

Axim Planning & Wealth sold out of Snowflake (SNOW) in Q3 2025, closing a stake of 954 shares — an estimated $213K sold.

Axim Planning & Wealth first reported a position in SNOW in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 1,341 funds tracked by Wall St. Rank hold SNOW as of Q3 2025.

Axim Planning & Wealth reported no remaining Snowflake position as of Q3 2025 after selling out during the quarter.
Axim Planning & Wealth sold 954 Snowflake shares in Q3 2025, an estimated $213K.
Axim Planning & Wealth first reported a position in Snowflake in Q2 2025 and held it in 1 quarter.
Axim Planning & Wealth's Snowflake position peaked at $213K in Q2 2025.
1,341 funds tracked by Wall St. Rank held Snowflake as of Q3 2025.

Based on Axim Planning & Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.