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Concurrent Investment Advisors’s Snap-on SNA Stock Holding History

Concurrent Investment 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
Q2 		$7.21M Sell
17,912
-1,206
-6% -$456K 0.06% 342
2026
Q1 		$6.94M Buy
19,118
+1,451
+8% +$538K 0.08% 283
2025
Q4 		$6.09M Buy
17,667
+1,073
+6% +$367K 0.07% 283
2025
Q3 		$5.75M Buy
16,594
+1,802
+12% +$590K 0.1% 213
2025
Q2 		$4.6M Sell
14,792
-94
-0.6% -$29.9K 0.09% 239
2025
Q1 		$5.02M Sell
14,886
-136
-0.9% -$46.2K 0.12% 185
2024
Q4 		$5.1M Sell
15,022
-241
-2% -$81.3K 0.14% 157
2024
Q3 		$4.42M Sell
15,263
-34
-0.2% -$9.37K 0.13% 165
2024
Q2 		$4M Sell
15,297
-108
-0.7% -$29.7K 0.13% 159
2024
Q1 		$4.56M Sell
15,405
-249
-2% -$70.7K 0.18% 125
2023
Q4 		$4.52M Buy
+15,654
New +$4.22M 0.21% 107

Other funds holding SNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concurrent Investment Advisors's SNA Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Snap-on (SNA) stake by 6.3% in Q2 2026, selling an estimated $456K and leaving 17,912 shares worth $7.21M. The position accounts for 0.06% of the portfolio, ranked #342.

Concurrent Investment Advisors first reported a position in SNA in Q4 2023 and has held it in 11 quarters since. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Concurrent Investment Advisors held 17,912 shares of Snap-on worth $7.21M as of Q2 2026.
  • Concurrent Investment Advisors sold 1,206 Snap-on shares in Q2 2026, an estimated $456K.
  • Snap-on made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #342 holding.
  • Concurrent Investment Advisors first reported a position in Snap-on in Q4 2023 and has held it in 11 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.