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Beverly Hills Private Wealth’s Snowflake SNOW Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-3,138
Closed -$473K – 347
2026
Q1 		$473K Buy
3,138
+46
+1% +$8.51K 0.08% 195
2025
Q4 		$678K Buy
3,092
+157
+5% +$38.3K 0.12% 146
2025
Q3 		$662K Buy
2,935
+62
+2% +$13.3K 0.12% 154
2025
Q2 		$643K Buy
2,873
+348
+14% +$62.9K 0.12% 152
2025
Q1 		$369K Sell
2,525
-153
-6% -$26K 0.07% 218
2024
Q4 		$414K Buy
2,678
+824
+44% +$116K 0.08% 195
2024
Q3 		$213K Hold
1,854
– – 0.04% 315
2024
Q2 		$250K Sell
1,854
-54
-3% -$7.97K 0.05% 299
2024
Q1 		$308K Buy
1,908
+150
+9% +$29.1K 0.07% 270
2023
Q4 		$350K Sell
1,758
-43
-2% -$7.27K 0.09% 228
2023
Q3 		$275K Sell
1,801
-302
-14% -$49.2K 0.08% 238
2023
Q2 		$351K Buy
2,103
+405
+24% +$65.8K 0.06% 274
2023
Q1 		$262K Buy
+1,698
New +$249K 0.08% 234

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 $3.38T AUM 44.17% 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

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

Beverly Hills Private Wealth sold out of Snowflake (SNOW) in Q2 2026, closing a stake of 3,138 shares — an estimated $473K sold.

Beverly Hills Private Wealth first reported a position in SNOW in Q1 2023 and held it in 13 quarters. The position peaked at $678K in Q4 2025. 1,465 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Snowflake position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 3,138 Snowflake shares in Q2 2026, an estimated $473K.
  • Beverly Hills Private Wealth first reported a position in Snowflake in Q1 2023 and held it in 13 quarters.
  • Beverly Hills Private Wealth's Snowflake position peaked at $678K in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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