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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Carson Advisory's SNOW Position: Q1 2026 in Review

Carson Advisory increased its Snowflake (SNOW) stake by 5.1% in Q1 2026, buying an estimated $18.5K and bringing the position to 2,080 shares worth $314K. The position accounts for 0.16% of the portfolio, ranked #129.

Carson Advisory first reported a position in SNOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $456K in Q2 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Carson Advisory held 2,080 shares of Snowflake worth $314K as of Q1 2026.
  • Carson Advisory bought 100 Snowflake shares in Q1 2026, an estimated $18.5K.
  • Snowflake made up 0.16% of Carson Advisory's portfolio in Q1 2026, its #129 holding.
  • Carson Advisory first reported a position in Snowflake in Q3 2024 and has held it in 7 quarters since.
  • Carson Advisory's Snowflake position peaked at $456K in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.