Clearstead Advisors’s Snap-on SNA Stock Holding History

Clearstead Advisors’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	$20.7K	Sell	57 -150	-72%	-$55.6K	﹤0.01%	1449
2025 Q4	$71.3K	Buy	207 +121	+141%	+$41.4K	﹤0.01%	1243
2025 Q3	$29.8K	Sell	86 -49	-36%	-$16K	﹤0.01%	1463
2025 Q2	$42K	Buy	135 +18	+15%	+$5.73K	﹤0.01%	1336
2025 Q1	$39.4K	Sell	117 -38	-25%	-$12.9K	﹤0.01%	1230
2024 Q4	$52.7K	Buy	155 +3	+2%	+$1.01K	﹤0.01%	1149
2024 Q3	$44K	Buy	152 +42	+38%	+$11.6K	﹤0.01%	1233
2024 Q2	$28.8K	Buy	110 +75	+214%	+$20.6K	﹤0.01%	1290
2024 Q1	$9.8K	Sell	35 -14	-29%	-$3.97K	﹤0.01%	1058
2023 Q4	$14.2K	Sell	49 -1	-2%	-$270	﹤0.01%	997
2023 Q3	$12.8K	Buy	50 +44	+733%	+$11.9K	﹤0.01%	1085
2023 Q2	$1.73K	Sell	6 -3	-33%	-$777	﹤0.01%	1184
2023 Q1	$2.22K	Buy	9 +3	+50%	+$732	﹤0.01%	1123
2022 Q4	$1.37K	Buy	+6	New	+$1.36K	﹤0.01%	1138
2021 Q3	–	Sell	-8	Closed	-$2K	–	1376
2021 Q2	$2K	Buy	+8	New	+$1.92K	﹤0.01%	1079

Other funds holding SNA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 $107B AUM 24.58% 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