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Cherry Tree Wealth Management’s Snap-on SNA Stock Holding History

Cherry Tree 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 		– Sell
-9
Closed -$3.03K – 735
2025
Q1 		$3.03K Buy
+9
New +$3.06K ﹤0.01% 588
2023
Q4 		– Sell
-16
Closed -$4.08K – 601
2023
Q3 		$4.08K Hold
16
– – ﹤0.01% 427
2023
Q2 		$4.61K Buy
+16
New +$4.14K ﹤0.01% 410

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

Cherry Tree Wealth Management's SNA Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Snap-on (SNA) in Q2 2025, closing a stake of 9 shares — an estimated $3.03K sold.

Cherry Tree Wealth Management first reported a position in SNA in Q2 2023 and held it in 3 quarters. The position peaked at $4.61K in Q2 2023. 942 funds tracked by Wall St. Rank hold SNA as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Snap-on position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 9 Snap-on shares in Q2 2025, an estimated $3.03K.
  • Cherry Tree Wealth Management first reported a position in Snap-on in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Snap-on position peaked at $4.61K in Q2 2023.
  • 942 funds tracked by Wall St. Rank held Snap-on as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.