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Beaumont Financial Advisors’s Snowflake SNOW Stock Holding History

Beaumont Financial Advisors’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
Q2 		$355K Sell
1,394
-524
-27% -$96.4K 0.02% 290
2026
Q1 		$289K Buy
1,918
+606
+46% +$112K 0.02% 302
2025
Q4 		$288K Buy
1,312
+59
+5% +$14.4K 0.02% 303
2025
Q3 		$283K Buy
1,253
+355
+40% +$76.2K 0.02% 325
2025
Q2 		$201K Buy
+898
New +$162K 0.01% 370

Other funds holding SNOW

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Beaumont Financial Advisors's SNOW Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Snowflake (SNOW) stake by 27% in Q2 2026, selling an estimated $96.4K and leaving 1,394 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #290.

Beaumont Financial Advisors first reported a position in SNOW in Q2 2025 and has held it in 5 quarters since. 1,453 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Beaumont Financial Advisors held 1,394 shares of Snowflake worth $355K as of Q2 2026.
  • Beaumont Financial Advisors sold 524 Snowflake shares in Q2 2026, an estimated $96.4K.
  • Snowflake made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #290 holding.
  • Beaumont Financial Advisors first reported a position in Snowflake in Q2 2025 and has held it in 5 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.