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Cassaday & Co Wealth Management’s Snowflake SNOW Stock Holding History

Cassaday & Co Wealth Management’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 		$509 Sell
2
-85
-98% -$15.6K ﹤0.01% 1130
2026
Q1 		$13.1K Buy
+87
New +$16.1K ﹤0.01% 846

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

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

Cassaday & Co Wealth Management reduced its Snowflake (SNOW) stake by 98% in Q2 2026, selling an estimated $15.6K and leaving 2 shares worth $509. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Cassaday & Co Wealth Management first reported a position in SNOW in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.1K in Q1 2026. 1,459 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Cassaday & Co Wealth Management held 2 shares of Snowflake worth $509 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 85 Snowflake shares in Q2 2026, an estimated $15.6K.
  • Snowflake made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1130 holding.
  • Cassaday & Co Wealth Management first reported a position in Snowflake in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Snowflake position peaked at $13.1K in Q1 2026.
  • 1,459 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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