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Beacon Investment Advisors’s Snap-on SNA Stock Holding History

Beacon Investment Advisors’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 		$396K Buy
984
+3
+0.3% +$1.13K 0.12% 132
2026
Q1 		$356K Sell
981
-23
-2% -$8.52K 0.13% 134
2025
Q4 		$346K Buy
1,004
+4
+0.4% +$1.37K 0.14% 127
2025
Q3 		$347K Buy
1,000
+4
+0.4% +$1.31K 0.14% 124
2025
Q2 		$310K Buy
996
+4
+0.4% +$1.27K 0.13% 126
2025
Q1 		$335K Buy
992
+4
+0.4% +$1.36K 0.16% 125
2024
Q4 		$336K Buy
988
+3
+0.3% +$1.01K 0.16% 123
2024
Q3 		$285K Buy
985
+4
+0.4% +$1.1K 0.14% 129
2024
Q2 		$256K Buy
981
+4
+0.4% +$1.1K 0.13% 132
2024
Q1 		$289K Buy
977
+4
+0.4% +$1.14K 0.17% 109
2023
Q4 		$281K Buy
973
+4
+0.4% +$1.08K 0.18% 109
2023
Q3 		$247K Buy
969
+7
+0.7% +$1.89K 0.17% 106
2023
Q2 		$277K Sell
962
-1
-0.1% -$259 0.19% 104
2023
Q1 		$238K Sell
963
-60
-6% -$14.6K 0.17% 116
2022
Q4 		$234K Buy
+1,023
New +$231K 0.2% 115

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

Beacon Investment Advisors's SNA Position: Q2 2026 in Review

Beacon Investment Advisors increased its Snap-on (SNA) stake by 0.31% in Q2 2026, buying an estimated $1.13K and bringing the position to 984 shares worth $396K. The position accounts for 0.12% of the portfolio, ranked #132.

Beacon Investment Advisors first reported a position in SNA in Q4 2022 and has held it in 15 quarters since. 1,064 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Beacon Investment Advisors held 984 shares of Snap-on worth $396K as of Q2 2026.
  • Beacon Investment Advisors bought 3 Snap-on shares in Q2 2026, an estimated $1.13K.
  • Snap-on made up 0.12% of Beacon Investment Advisors's portfolio in Q2 2026, its #132 holding.
  • Beacon Investment Advisors first reported a position in Snap-on in Q4 2022 and has held it in 15 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.