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Bogart Wealth LLC’s Snap-on SNA Stock Holding History

Bogart Wealth LLC’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 		$27.3K Buy
68
+26
+62% +$9.83K ﹤0.01% 700
2026
Q1 		$15.1K Sell
42
-2
-5% -$741 ﹤0.01% 792
2025
Q4 		$15.3K Buy
44
+3
+7% +$1.03K ﹤0.01% 748
2025
Q3 		$14.2K Buy
41
+2
+5% +$655 ﹤0.01% 756
2025
Q2 		$12.1K Buy
39
+37
+1,850% +$11.8K ﹤0.01% 754
2025
Q1 		$674 Buy
+2
New +$680 ﹤0.01% 1224
2021
Q2 		– Sell
-135
Closed -$31K – 726
2021
Q1 		$31K Buy
+135
New +$26.6K ﹤0.01% 269

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

Bogart Wealth LLC's SNA Position: Q2 2026 in Review

Bogart Wealth LLC increased its Snap-on (SNA) stake by 62% in Q2 2026, buying an estimated $9.83K and bringing the position to 68 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Bogart Wealth LLC first reported a position in SNA in Q1 2021 and has held it in 7 quarters since. The position peaked at $31K in Q1 2021. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Bogart Wealth LLC held 68 shares of Snap-on worth $27.3K as of Q2 2026.
  • Bogart Wealth LLC bought 26 Snap-on shares in Q2 2026, an estimated $9.83K.
  • Snap-on made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #700 holding.
  • Bogart Wealth LLC first reported a position in Snap-on in Q1 2021 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Snap-on position peaked at $31K in Q1 2021.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.