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Beverly Hills Private Wealth’s Snap-on SNA Stock Holding History

Beverly Hills Private Wealth’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 		$463K Sell
1,276
-34
-3% -$12.6K 0.08% 199
2025
Q4 		$451K Sell
1,310
-25
-2% -$8.55K 0.08% 196
2025
Q3 		$463K Sell
1,335
-13
-1% -$4.26K 0.08% 195
2025
Q2 		$419K Sell
1,348
-127
-9% -$40.4K 0.08% 203
2025
Q1 		$497K Buy
1,475
+56
+4% +$19K 0.1% 176
2024
Q4 		$482K Sell
1,419
-165
-10% -$55.7K 0.1% 176
2024
Q3 		$459K Sell
1,584
-327
-17% -$90.1K 0.09% 199
2024
Q2 		$500K Sell
1,911
-120
-6% -$33K 0.11% 186
2024
Q1 		$602K Sell
2,031
-152
-7% -$43.1K 0.14% 160
2023
Q4 		$631K Sell
2,183
-163
-7% -$44K 0.16% 136
2023
Q3 		$598K Sell
2,346
-2,396
-51% -$647K 0.18% 126
2023
Q2 		$1.29M Buy
4,742
+2,432
+105% +$630K 0.21% 108
2023
Q1 		$570K Buy
2,310
+366
+19% +$89.4K 0.18% 130
2022
Q4 		$444K Buy
+1,944
New +$439K 0.19% 121

Other funds holding SNA

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Beverly Hills Private Wealth's SNA Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Snap-on (SNA) stake by 2.6% in Q1 2026, selling an estimated $12.6K and leaving 1,276 shares worth $463K. The position accounts for 0.08% of the portfolio, ranked #199.

Beverly Hills Private Wealth first reported a position in SNA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.29M in Q2 2023. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Beverly Hills Private Wealth held 1,276 shares of Snap-on worth $463K as of Q1 2026.
  • Beverly Hills Private Wealth sold 34 Snap-on shares in Q1 2026, an estimated $12.6K.
  • Snap-on made up 0.08% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #199 holding.
  • Beverly Hills Private Wealth first reported a position in Snap-on in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Snap-on position peaked at $1.29M in Q2 2023.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.