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Birch Capital Management’s Snap-on SNA Stock Holding History

Birch Capital Management’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 		$2.61M Buy
7,197
+548
+8% +$203K 1.37% 22
2025
Q4 		$2.29M Buy
6,649
+339
+5% +$116K 1.14% 23
2025
Q3 		$2.19M Buy
6,310
+1,107
+21% +$362K 1.12% 26
2025
Q2 		$1.62M Buy
5,203
+1,136
+28% +$361K 0.83% 33
2025
Q1 		$1.37M Sell
4,067
-171
-4% -$58.1K 0.71% 36
2024
Q4 		$1.44M Buy
4,238
+379
+10% +$128K 0.72% 37
2024
Q3 		$1.12M Buy
3,859
+1,162
+43% +$320K 0.55% 40
2024
Q2 		$705K Buy
2,697
+582
+28% +$160K 0.37% 47
2024
Q1 		$627K Sell
2,115
-342
-14% -$97.1K 0.33% 50
2023
Q4 		$710K Buy
2,457
+67
+3% +$18.1K 0.41% 46
2023
Q3 		$610K Buy
2,390
+435
+22% +$118K 0.39% 47
2023
Q2 		$563K Buy
1,955
+112
+6% +$29K 0.34% 46
2023
Q1 		$455K Buy
1,843
+20
+1% +$4.88K 0.29% 50
2022
Q4 		$417K Buy
1,823
+771
+73% +$174K 0.29% 49
2022
Q3 		$212K Hold
1,052
– – 0.16% 54
2022
Q2 		$207K Sell
1,052
-143
-12% -$30.5K 0.15% 56
2022
Q1 		$246K Hold
1,195
– – 0.15% 63
2021
Q4 		$257K Hold
1,195
– – 0.15% 61
2021
Q3 		$250K Sell
1,195
-216
-15% -$47.9K 0.17% 57
2021
Q2 		$315K Hold
1,411
– – 0.21% 53
2021
Q1 		$326K Sell
1,411
-360
-20% -$70.9K 0.24% 54
2020
Q4 		$303K Sell
1,771
-296
-14% -$49.5K 0.23% 55
2020
Q3 		$304K Sell
2,067
-3,810
-65% -$553K 0.26% 52
2020
Q2 		$814K Sell
5,877
-125
-2% -$15.9K 0.76% 34
2020
Q1 		$653K Sell
6,002
-116
-2% -$17.1K 0.75% 35
2019
Q4 		$1.04M Buy
+6,118
New +$998K 1.02% 34

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

Birch Capital Management's SNA Position: Q1 2026 in Review

Birch Capital Management increased its Snap-on (SNA) stake by 8.2% in Q1 2026, buying an estimated $203K and bringing the position to 7,197 shares worth $2.61M. The position accounts for 1.37% of the portfolio, ranked #22.

Birch Capital Management first reported a position in SNA in Q4 2019 and has held it in 26 quarters since. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Birch Capital Management held 7,197 shares of Snap-on worth $2.61M as of Q1 2026.
  • Birch Capital Management bought 548 Snap-on shares in Q1 2026, an estimated $203K.
  • Snap-on made up 1.37% of Birch Capital Management's portfolio in Q1 2026, its #22 holding.
  • Birch Capital Management first reported a position in Snap-on in Q4 2019 and has held it in 26 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Birch Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.