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Concurrent Investment Advisors’s Snowflake SNOW Stock Holding History

Concurrent Investment Advisors’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$15.4K – 1330
2024
Q4 		$15.4K Sell
100
-400
-80% -$56.3K ﹤0.01% 1098
2024
Q3 		$57.4K Buy
+500
New +$61.5K ﹤0.01% 1016
2024
Q2 		– Sell
-100
Closed -$16.2K – 1070
2024
Q1 		$16.2K Buy
+100
New +$19.4K ﹤0.01% 901

Other funds holding SNOW

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Snowflake (SNOW) stake by 25% in Q1 2026, buying an estimated $562K and bringing the position to 15,175 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #566.

Concurrent Investment Advisors first reported a position in SNOW in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.66M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Concurrent Investment Advisors held 15,175 shares of Snowflake worth $2.29M as of Q1 2026.
  • Concurrent Investment Advisors bought 3,039 Snowflake shares in Q1 2026, an estimated $562K.
  • Snowflake made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #566 holding.
  • Concurrent Investment Advisors first reported a position in Snowflake in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Snowflake position peaked at $2.66M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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