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BSW Wealth Partners’s Snap-on SNA Stock Holding History

BSW Wealth Partners’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 		$325K Sell
807
-63
-7% -$23.8K 0.04% 241
2026
Q1 		$316K Buy
870
+145
+20% +$53.7K 0.04% 240
2025
Q4 		$250K Buy
725
+42
+6% +$14.4K 0.03% 272
2025
Q3 		$237K Buy
+683
New +$224K 0.03% 287

Other funds holding SNA

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

BSW Wealth Partners's SNA Position: Q2 2026 in Review

BSW Wealth Partners reduced its Snap-on (SNA) stake by 7.2% in Q2 2026, selling an estimated $23.8K and leaving 807 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #241.

BSW Wealth Partners first reported a position in SNA in Q3 2025 and has held it in 4 quarters since. 406 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • BSW Wealth Partners held 807 shares of Snap-on worth $325K as of Q2 2026.
  • BSW Wealth Partners sold 63 Snap-on shares in Q2 2026, an estimated $23.8K.
  • Snap-on made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #241 holding.
  • BSW Wealth Partners first reported a position in Snap-on in Q3 2025 and has held it in 4 quarters since.
  • 406 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.