Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$336K Sell
835
-9
-1% -$3.4K 0.01% 434
2026
Q1
$307K Buy
844
+10
+1% +$3.71K 0.01% 367
2025
Q4
$287K Sell
834
-10
-1% -$3.42K 0.01% 374
2025
Q3
$292K Buy
844
+10
+1% +$3.27K 0.01% 241
2025
Q2
$260K Hold
834
0.02% 228
2025
Q1
$281K Buy
834
+64
+8% +$21.7K 0.02% 215
2024
Q4
$261K Hold
770
0.02% 220
2024
Q3
$223K Buy
+770
New +$212K 0.02% 221

Other funds holding SNA

BIP Wealth's SNA Position: Q2 2026 in Review

BIP Wealth reduced its Snap-on (SNA) stake by 1.1% in Q2 2026, selling an estimated $3.4K and leaving 835 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #434.

BIP Wealth first reported a position in SNA in Q3 2024 and has held it in 8 quarters since. 1,063 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • BIP Wealth held 835 shares of Snap-on worth $336K as of Q2 2026.
  • BIP Wealth sold 9 Snap-on shares in Q2 2026, an estimated $3.4K.
  • Snap-on made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #434 holding.
  • BIP Wealth first reported a position in Snap-on in Q3 2024 and has held it in 8 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.