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Baldwin Wealth Partners’s Snap-on SNA Stock Holding History

Baldwin Wealth 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
2025
Q1 		– Sell
-614
Closed -$208K – 246
2024
Q4 		$208K Sell
614
-920
-60% -$311K 0.01% 229
2024
Q3 		$444K Buy
1,534
+1,527
+21,814% +$421K 0.03% 211
2024
Q2 		$1.83K Buy
+7
New +$1.92K ﹤0.01% 666

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baldwin Wealth Partners's SNA Position: Q1 2025 in Review

Baldwin Wealth Partners sold out of Snap-on (SNA) in Q1 2025, closing a stake of 614 shares — an estimated $208K sold.

Baldwin Wealth Partners first reported a position in SNA in Q2 2024 and held it in 3 quarters. The position peaked at $444K in Q3 2024. 968 funds tracked by Wall St. Rank hold SNA as of Q1 2025.

  • Baldwin Wealth Partners reported no remaining Snap-on position as of Q1 2025 after selling out during the quarter.
  • Baldwin Wealth Partners sold 614 Snap-on shares in Q1 2025, an estimated $208K.
  • Baldwin Wealth Partners first reported a position in Snap-on in Q2 2024 and held it in 3 quarters.
  • Baldwin Wealth Partners's Snap-on position peaked at $444K in Q3 2024.
  • 968 funds tracked by Wall St. Rank held Snap-on as of Q1 2025.

Based on Baldwin Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.