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Cassaday & Co Wealth Management’s Snap-on SNA Stock Holding History

Cassaday & Co Wealth Management’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 		$142K Hold
352
– – ﹤0.01% 408
2026
Q1 		$128K Buy
+352
New +$130K ﹤0.01% 404

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cassaday & Co Wealth Management's SNA Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Snap-on (SNA) position steady in Q2 2026 at 352 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Cassaday & Co Wealth Management first reported a position in SNA in Q1 2026 and has held it in 2 quarters since. 1,063 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Cassaday & Co Wealth Management held 352 shares of Snap-on worth $142K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Snap-on share count unchanged in Q2 2026.
  • Snap-on made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #408 holding.
  • Cassaday & Co Wealth Management first reported a position in Snap-on in Q1 2026 and has held it in 2 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.