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

Connecticut 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
2026 Q1	$1.9M	Sell	5,220 -43	-0.8%	-$15.9K	0.08%	103
2025 Q4	$1.81M	Hold	5,263	–	–	0.08%	110
2025 Q3	$1.82M	Sell	5,263 -199	-4%	-$65.1K	0.08%	105
2025 Q2	$1.7M	Sell	5,462 -9	-0.2%	-$2.86K	0.08%	107
2025 Q1	$1.84M	Sell	5,471 -153	-3%	-$52K	0.1%	102
2024 Q4	$1.91M	Sell	5,624 -9	-0.2%	-$3.04K	0.09%	84
2024 Q3	$1.63M	Sell	5,633 -184	-3%	-$50.7K	0.08%	114
2024 Q2	$1.52M	Sell	5,817 -345	-6%	-$94.7K	0.08%	114
2024 Q1	$1.83M	Buy	6,162 +28	+0.5%	+$7.95K	0.1%	98
2023 Q4	$1.77M	Buy	6,134 +4,460	+266%	+$1.2M	0.1%	96
2023 Q3	$427K	Buy	1,674 +940	+128%	+$254K	0.03%	189
2023 Q2	$212K	Buy	+734	New	+$190K	0.01%	249

Other funds holding SNA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Connecticut Wealth Management's SNA Position: Q1 2026 in Review

Connecticut Wealth Management reduced its Snap-on (SNA) stake by 0.82% in Q1 2026, selling an estimated $15.9K and leaving 5,220 shares worth $1.9M. The position accounts for 0.08% of the portfolio, ranked #103.

Connecticut Wealth Management first reported a position in SNA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.91M in Q4 2024. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

Connecticut Wealth Management held 5,220 shares of Snap-on worth $1.9M as of Q1 2026.
Connecticut Wealth Management sold 43 Snap-on shares in Q1 2026, an estimated $15.9K.
Snap-on made up 0.08% of Connecticut Wealth Management's portfolio in Q1 2026, its #103 holding.
Connecticut Wealth Management first reported a position in Snap-on in Q2 2023 and has held it in 12 quarters since.
Connecticut Wealth Management's Snap-on position peaked at $1.91M in Q4 2024.
1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.