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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
2026
Q2 		$1.02M Buy
+4,000
New +$736K 0.01% 1000
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 $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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Snowflake (SNOW) stake by 13% in Q2 2026, buying an estimated $376K and bringing the position to 17,219 shares worth $4.38M. The position accounts for 0.04% of the portfolio, ranked #470.

Concurrent Investment Advisors first reported a position in SNOW in Q4 2023 and has held it in 11 quarters since. 1,465 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Concurrent Investment Advisors held 17,219 shares of Snowflake worth $4.38M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,044 Snowflake shares in Q2 2026, an estimated $376K.
  • Snowflake made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #470 holding.
  • Concurrent Investment Advisors first reported a position in Snowflake in Q4 2023 and has held it in 11 quarters since.
  • 1,465 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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