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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
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 $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
State Street
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
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

Concurrent Investment Advisors's SNA Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Snap-on (SNA) stake by 8.2% in Q1 2026, buying an estimated $538K and bringing the position to 19,118 shares worth $6.94M. The position accounts for 0.08% of the portfolio, ranked #283.

Concurrent Investment Advisors first reported a position in SNA in Q4 2023 and has held it in 10 quarters since. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Concurrent Investment Advisors held 19,118 shares of Snap-on worth $6.94M as of Q1 2026.
  • Concurrent Investment Advisors bought 1,451 Snap-on shares in Q1 2026, an estimated $538K.
  • Snap-on made up 0.08% of Concurrent Investment Advisors's portfolio in Q1 2026, its #283 holding.
  • Concurrent Investment Advisors first reported a position in Snap-on in Q4 2023 and has held it in 10 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.