Berry Wealth Group’s Snap-on SNA Stock Holding History

Berry Wealth Group’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 Q3	–	Sell	-911	Closed	-$283K	–	95
2025 Q2	$283K	Buy	911 +76	+9%	+$24.2K	0.2%	73
2025 Q1	$281K	Buy	+835	New	+$284K	0.22%	68

Other funds holding SNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Berry Wealth Group's SNA Position: Q3 2025 in Review

Berry Wealth Group sold out of Snap-on (SNA) in Q3 2025, closing a stake of 911 shares — an estimated $283K sold.

Berry Wealth Group first reported a position in SNA in Q1 2025 and held it in 2 quarters. The position peaked at $283K in Q2 2025. 956 funds tracked by Wall St. Rank hold SNA as of Q3 2025.

Berry Wealth Group reported no remaining Snap-on position as of Q3 2025 after selling out during the quarter.
Berry Wealth Group sold 911 Snap-on shares in Q3 2025, an estimated $283K.
Berry Wealth Group first reported a position in Snap-on in Q1 2025 and held it in 2 quarters.
Berry Wealth Group's Snap-on position peaked at $283K in Q2 2025.
956 funds tracked by Wall St. Rank held Snap-on as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.