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Copia Wealth Management’s Snowflake SNOW Stock Holding History

Copia Wealth Management’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 		$264K Buy
1,039
+21
+2% +$3.86K 0.16% 97
2026
Q1 		$154K Buy
1,018
+613
+151% +$113K 0.11% 123
2025
Q4 		$88.8K Buy
405
+207
+105% +$50.5K 0.06% 154
2025
Q3 		$44.7K Buy
198
+104
+111% +$22.3K 0.03% 199
2025
Q2 		$21K Buy
94
+63
+203% +$11.4K 0.02% 236
2025
Q1 		$4.53K Buy
31
+6
+24% +$1.02K ﹤0.01% 343
2024
Q4 		$3.86K Buy
+25
New +$3.52K ﹤0.01% 333

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 $3.37T AUM 44.26% 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

Copia Wealth Management's SNOW Position: Q2 2026 in Review

Copia Wealth Management increased its Snowflake (SNOW) stake by 2.1% in Q2 2026, buying an estimated $3.86K and bringing the position to 1,039 shares worth $264K. The position accounts for 0.16% of the portfolio, ranked #97.

Copia Wealth Management first reported a position in SNOW in Q4 2024 and has held it in 7 quarters since. 1,456 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Copia Wealth Management held 1,039 shares of Snowflake worth $264K as of Q2 2026.
  • Copia Wealth Management bought 21 Snowflake shares in Q2 2026, an estimated $3.86K.
  • Snowflake made up 0.16% of Copia Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Copia Wealth Management first reported a position in Snowflake in Q4 2024 and has held it in 7 quarters since.
  • 1,456 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.