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 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 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Beacon Investment Advisors's SNA Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Snap-on (SNA) stake by 2.3% in Q1 2026, selling an estimated $8.52K and leaving 981 shares worth $356K. The position accounts for 0.13% of the portfolio, ranked #134.

Beacon Investment Advisors first reported a position in SNA in Q4 2022 and has held it in 14 quarters since. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

Beacon Investment Advisors held 981 shares of Snap-on worth $356K as of Q1 2026.
Beacon Investment Advisors sold 23 Snap-on shares in Q1 2026, an estimated $8.52K.
Snap-on made up 0.13% of Beacon Investment Advisors's portfolio in Q1 2026, its #134 holding.
Beacon Investment Advisors first reported a position in Snap-on in Q4 2022 and has held it in 14 quarters since.
1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.