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Centricity Wealth Management’s Snap-on SNA Stock Holding History

Centricity 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
2025
Q2 		$20.5K Hold
66
– – 0.02% 254
2025
Q1 		$22.2K Hold
66
– – 0.02% 242
2024
Q4 		$22.4K Buy
+66
New +$22.3K 0.02% 241

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Centricity Wealth Management's SNA Position: Q2 2025 in Review

Centricity Wealth Management held its Snap-on (SNA) position steady in Q2 2025 at 66 shares worth $20.5K. The position accounts for 0.02% of the portfolio, ranked #254.

Centricity Wealth Management first reported a position in SNA in Q4 2024 and has held it in 3 quarters since. The position peaked at $22.4K in Q4 2024. 942 funds tracked by Wall St. Rank hold SNA as of Q2 2025.

  • Centricity Wealth Management held 66 shares of Snap-on worth $20.5K as of Q2 2025.
  • Centricity Wealth Management left its Snap-on share count unchanged in Q2 2025.
  • Snap-on made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #254 holding.
  • Centricity Wealth Management first reported a position in Snap-on in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Snap-on position peaked at $22.4K in Q4 2024.
  • 942 funds tracked by Wall St. Rank held Snap-on as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.