Carolinas Wealth Consulting’s Snap-on SNA Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-4	Closed	-$1.35K	–	796
2025 Q1	$1.35K	Hold	4	–	–	﹤0.01%	872
2024 Q4	$1.36K	Hold	4	–	–	﹤0.01%	892
2024 Q3	$1.16K	Hold	4	–	–	﹤0.01%	900
2024 Q2	$1.05K	Buy	4 +1	+33%	+$275	﹤0.01%	905
2024 Q1	$889	Hold	3	–	–	﹤0.01%	918
2023 Q4	$867	Hold	3	–	–	﹤0.01%	847
2023 Q3	$774	Hold	3	–	–	﹤0.01%	874
2023 Q2	$865	Hold	3	–	–	﹤0.01%	930
2023 Q1	$741	Hold	3	–	–	﹤0.01%	940
2022 Q4	$685	Hold	3	–	–	﹤0.01%	956
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	851
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	859
2022 Q1	$1K	Sell	3 -12	-80%	-$2.53K	﹤0.01%	883
2021 Q4	$3K	Hold	15	–	–	﹤0.01%	795
2021 Q3	$3K	Hold	15	–	–	﹤0.01%	758
2021 Q2	$3K	Hold	15	–	–	﹤0.01%	778
2021 Q1	$3K	Buy	15 +12	+400%	+$2.36K	﹤0.01%	785
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	835
2020 Q3	$0	Hold	3	–	–	﹤0.01%	1000
2020 Q2	$0	Buy	+3	New	+$381	﹤0.01%	716

Other funds holding SNA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carolinas Wealth Consulting's SNA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Snap-on (SNA) in Q2 2025, closing a stake of 4 shares — an estimated $1.35K sold.

Carolinas Wealth Consulting first reported a position in SNA in Q2 2020 and held it in 20 quarters. The position peaked at $3K in Q4 2021. 942 funds tracked by Wall St. Rank hold SNA as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Snap-on position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 4 Snap-on shares in Q2 2025, an estimated $1.35K.
Carolinas Wealth Consulting first reported a position in Snap-on in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Snap-on position peaked at $3K in Q4 2021.
942 funds tracked by Wall St. Rank held Snap-on as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.