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CBIZ Investment Advisory Services’s Snowflake SNOW Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-77
Closed -$16.9K – 693
2025
Q4 		$16.9K Buy
77
+4
+5% +$976 ﹤0.01% 290
2025
Q3 		$16.5K Sell
73
-16
-18% -$3.44K ﹤0.01% 273
2025
Q2 		$19.9K Buy
89
+55
+162% +$9.94K ﹤0.01% 265
2025
Q1 		$4.97K Sell
34
-10
-23% -$1.7K ﹤0.01% 398
2024
Q4 		$6.79K Buy
44
+3
+7% +$422 ﹤0.01% 305
2024
Q3 		$4.71K Hold
41
– – ﹤0.01% 301
2024
Q2 		$5.54K Buy
+41
New +$6.05K ﹤0.01% 289

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

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

CBIZ Investment Advisory Services sold out of Snowflake (SNOW) in Q1 2026, closing a stake of 77 shares — an estimated $16.9K sold.

CBIZ Investment Advisory Services first reported a position in SNOW in Q2 2024 and held it in 7 quarters. The position peaked at $19.9K in Q2 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Snowflake position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 77 Snowflake shares in Q1 2026, an estimated $16.9K.
  • CBIZ Investment Advisory Services first reported a position in Snowflake in Q2 2024 and held it in 7 quarters.
  • CBIZ Investment Advisory Services's Snowflake position peaked at $19.9K in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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