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Carson Advisory’s Snowflake SNOW Stock Holding History

Carson Advisory’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$545K Buy
2,140
+60
+3% +$11K 0.25% 91
2026
Q1 		$314K Buy
2,080
+100
+5% +$18.5K 0.16% 129
2025
Q4 		$434K Hold
1,980
– – 0.23% 92
2025
Q3 		$447K Sell
1,980
-60
-3% -$12.9K 0.24% 85
2025
Q2 		$456K Buy
2,040
+125
+7% +$22.6K 0.29% 78
2025
Q1 		$280K Sell
1,915
-100
-5% -$17K 0.19% 126
2024
Q4 		$311K Sell
2,015
-75
-4% -$10.6K 0.22% 111
2024
Q3 		$240K Buy
+2,090
New +$257K 0.15% 154

Other funds holding SNOW

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Carson Advisory's SNOW Position: Q2 2026 in Review

Carson Advisory increased its Snowflake (SNOW) stake by 2.9% in Q2 2026, buying an estimated $11K and bringing the position to 2,140 shares worth $545K. The position accounts for 0.25% of the portfolio, ranked #91.

Carson Advisory first reported a position in SNOW in Q3 2024 and has held it in 8 quarters since. 1,459 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Carson Advisory held 2,140 shares of Snowflake worth $545K as of Q2 2026.
  • Carson Advisory bought 60 Snowflake shares in Q2 2026, an estimated $11K.
  • Snowflake made up 0.25% of Carson Advisory's portfolio in Q2 2026, its #91 holding.
  • Carson Advisory first reported a position in Snowflake in Q3 2024 and has held it in 8 quarters since.
  • 1,459 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.