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Congress Wealth Management’s Snap-on SNA Stock Holding History

Congress Wealth Management’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
2025
Q2 		$5.05M Buy
16,223
+9,493
+141% +$3.02M 0.05% 382
2025
Q1 		$2.27M Buy
6,730
+192
+3% +$65.2K 0.03% 466
2024
Q4 		$2.22M Sell
6,538
-7,615
-54% -$2.57M 0.03% 395
2024
Q3 		$4.1M Buy
14,153
+3,710
+36% +$1.02M 0.05% 322
2024
Q2 		$2.73M Buy
+10,443
New +$2.87M 0.04% 314

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Wealth Management's SNA Position: Q2 2025 in Review

Congress Wealth Management increased its Snap-on (SNA) stake by 141% in Q2 2025, buying an estimated $3.02M and bringing the position to 16,223 shares worth $5.05M. The position accounts for 0.05% of the portfolio, ranked #382.

Congress Wealth Management first reported a position in SNA in Q2 2024 and has held it in 5 quarters since. 942 funds tracked by Wall St. Rank hold SNA as of Q2 2025.

  • Congress Wealth Management held 16,223 shares of Snap-on worth $5.05M as of Q2 2025.
  • Congress Wealth Management bought 9,493 Snap-on shares in Q2 2025, an estimated $3.02M.
  • Snap-on made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #382 holding.
  • Congress Wealth Management first reported a position in Snap-on in Q2 2024 and has held it in 5 quarters since.
  • 942 funds tracked by Wall St. Rank held Snap-on as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.