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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
Q2 		– Sell
-1,276
Closed -$463K – 346
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 $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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's SNA Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Snap-on (SNA) in Q2 2026, closing a stake of 1,276 shares — an estimated $463K sold.

Beverly Hills Private Wealth first reported a position in SNA in Q4 2022 and held it in 14 quarters. The position peaked at $1.29M in Q2 2023. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Snap-on position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,276 Snap-on shares in Q2 2026, an estimated $463K.
  • Beverly Hills Private Wealth first reported a position in Snap-on in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Snap-on position peaked at $1.29M in Q2 2023.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.