Capital Analysts LLC’s Snap-on SNA Stock Holding History

Capital Analysts 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
2025 Q1	–	Sell	-30	Closed	-$10K	–	1424
2024 Q4	$10K	Buy	30 +17	+131%	+$5.74K	﹤0.01%	1063
2024 Q3	$4K	Buy	+13	New	+$3.58K	﹤0.01%	1165
2023 Q4	–	Sell	-4	Closed	-$1K	–	1204
2023 Q3	$1K	Buy	+4	New	+$1.08K	﹤0.01%	1140
2021 Q4	–	Sell	-199	Closed	-$42K	–	1031
2021 Q3	$42K	Buy	+199	New	+$44.1K	﹤0.01%	600
2021 Q2	–	Sell	-960	Closed	-$222K	–	1073
2021 Q1	$222K	Buy	+960	New	+$189K	0.02%	323

Other funds holding SNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Analysts LLC's SNA Position: Q1 2025 in Review

Capital Analysts LLC sold out of Snap-on (SNA) in Q1 2025, closing a stake of 30 shares — an estimated $10K sold.

Capital Analysts LLC first reported a position in SNA in Q1 2021 and held it in 5 quarters. The position peaked at $222K in Q1 2021. 968 funds tracked by Wall St. Rank hold SNA as of Q1 2025.

Capital Analysts LLC reported no remaining Snap-on position as of Q1 2025 after selling out during the quarter.
Capital Analysts LLC sold 30 Snap-on shares in Q1 2025, an estimated $10K.
Capital Analysts LLC first reported a position in Snap-on in Q1 2021 and held it in 5 quarters.
Capital Analysts LLC's Snap-on position peaked at $222K in Q1 2021.
968 funds tracked by Wall St. Rank held Snap-on as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.