Bartlett & Co Wealth Management
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Bartlett & Co Wealth Management’s Snap-on SNA Stock Holding History

Bartlett & Co Wealth Management’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
Q3 		$95.6K Hold
263
– – ﹤0.01% 621
2026
Q2 		$106K Buy
263
+3
+1% +$1.13K ﹤0.01% 622
2026
Q1 		$96.8K Hold
260
– – ﹤0.01% 577
2025
Q4 		$89.6K Hold
260
– – ﹤0.01% 576
2025
Q3 		$90.1K Sell
260
-13
-5% -$4.26K ﹤0.01% 577
2025
Q2 		$85K Buy
273
+13
+5% +$4.14K ﹤0.01% 580
2025
Q1 		$87.6K Hold
260
– – ﹤0.01% 564
2024
Q4 		$88.3K Hold
260
– – ﹤0.01% 557
2024
Q3 		$75.3K Hold
260
– – ﹤0.01% 588
2024
Q2 		$68K Sell
260
-11
-4% -$3.02K ﹤0.01% 602
2024
Q1 		$80.3K Hold
271
– – ﹤0.01% 592
2023
Q4 		$78.6K Hold
271
– – ﹤0.01% 613
2023
Q3 		$69.1K Buy
271
+11
+4% +$2.97K ﹤0.01% 597
2023
Q2 		$74.9K Hold
260
– – ﹤0.01% 589
2023
Q1 		$64.2K Hold
260
– – ﹤0.01% 531
2022
Q4 		$59.4K Hold
260
– – ﹤0.01% 558
2022
Q3 		$52.4K Hold
260
– – ﹤0.01% 557
2022
Q2 		$51.2K Hold
260
– – ﹤0.01% 565
2022
Q1 		$53.4K Buy
+260
New +$54.9K ﹤0.01% 575
2021
Q4 		– Sell
-260
Closed -$54.3K – 803
2021
Q3 		$54.3K Buy
260
+10
+4% +$2.22K ﹤0.01% 496
2021
Q2 		$55.9K Sell
250
-50
-17% -$12K ﹤0.01% 489
2021
Q1 		$69.2K Hold
300
– – ﹤0.01% 483
2020
Q4 		$51.3K Hold
300
– – ﹤0.01% 523
2020
Q3 		$44.1K Hold
300
– – ﹤0.01% 514
2020
Q2 		$41.6K Sell
300
-100
-25% -$12.7K ﹤0.01% 524
2020
Q1 		$43.5K Sell
400
-500
-56% -$73.8K ﹤0.01% 484
2019
Q4 		$152K Hold
900
– – ﹤0.01% 364
2019
Q3 		$141K Buy
+900
New +$138K ﹤0.01% 359
2018
Q4 		– Sell
-275
Closed -$50.5K – 721
2018
Q3 		$50.5K Buy
+275
New +$47.9K ﹤0.01% 436

Other funds holding SNA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Bartlett & Co Wealth Management's SNA Position: Q3 2026 in Review

Bartlett & Co Wealth Management held its Snap-on (SNA) position steady in Q3 2026 at 263 shares worth $95.6K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Bartlett & Co Wealth Management first reported a position in SNA in Q3 2018 and has held it in 29 quarters since. The position peaked at $152K in Q4 2019. 901 funds tracked by Wall St. Rank hold SNA as of Q3 2026.

  • Bartlett & Co Wealth Management held 263 shares of Snap-on worth $95.6K as of Q3 2026.
  • Bartlett & Co Wealth Management left its Snap-on share count unchanged in Q3 2026.
  • Snap-on made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #621 holding.
  • Bartlett & Co Wealth Management first reported a position in Snap-on in Q3 2018 and has held it in 29 quarters since.
  • Bartlett & Co Wealth Management's Snap-on position peaked at $152K in Q4 2019.
  • 901 funds tracked by Wall St. Rank held Snap-on as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.