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CBIZ Investment Advisory Services’s Snap-on SNA Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-27
Closed -$9.3K – 692
2025
Q4 		$9.3K Buy
27
+23
+575% +$7.86K ﹤0.01% 394
2025
Q3 		$1.39K Buy
4
+1
+33% +$327 ﹤0.01% 593
2025
Q2 		$934 Buy
+3
New +$954 ﹤0.01% 604

Other funds holding SNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

CBIZ Investment Advisory Services's SNA Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Snap-on (SNA) in Q1 2026, closing a stake of 27 shares — an estimated $9.3K sold.

CBIZ Investment Advisory Services first reported a position in SNA in Q2 2025 and held it in 3 quarters. The position peaked at $9.3K in Q4 2025. 1,047 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Snap-on position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 27 Snap-on shares in Q1 2026, an estimated $9.3K.
  • CBIZ Investment Advisory Services first reported a position in Snap-on in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Snap-on position peaked at $9.3K in Q4 2025.
  • 1,047 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.