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Axxcess Wealth Management’s Snowflake SNOW Stock Holding History

Axxcess Wealth Management’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
2026
Q1 		– Sell
-2,551
Closed -$560K – 901
2025
Q4 		$560K Sell
2,551
-257
-9% -$62.7K 0.01% 668
2025
Q3 		$633K Sell
2,808
-1,680
-37% -$361K 0.01% 565
2025
Q2 		$1M Buy
+4,488
New +$811K 0.02% 428
2022
Q2 		– Sell
-1,227
Closed -$281K – 652
2022
Q1 		$281K Buy
1,227
+409
+50% +$106K 0.02% 490
2021
Q4 		$277K Buy
+818
New +$285K 0.02% 498

Other funds holding SNOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Axxcess Wealth Management's SNOW Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Snowflake (SNOW) in Q1 2026, closing a stake of 2,551 shares — an estimated $560K sold.

Axxcess Wealth Management first reported a position in SNOW in Q4 2021 and held it in 5 quarters. The position peaked at $1M in Q2 2025. 1,278 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Snowflake position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,551 Snowflake shares in Q1 2026, an estimated $560K.
  • Axxcess Wealth Management first reported a position in Snowflake in Q4 2021 and held it in 5 quarters.
  • Axxcess Wealth Management's Snowflake position peaked at $1M in Q2 2025.
  • 1,278 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.