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Corient IA’s Snap-on SNA Stock Holding History

Corient IA’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 		$443K Sell
1,220
-280
-19% -$104K 0.42% 77
2025
Q4 		$517K Hold
1,500
– – 0.49% 68
2025
Q3 		$520K Hold
1,500
– – 0.39% 88
2025
Q2 		$467K Hold
1,500
– – 0.27% 135
2025
Q1 		$506K Buy
+1,500
New +$510K 0.36% 103

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Corient IA's SNA Position: Q1 2026 in Review

Corient IA reduced its Snap-on (SNA) stake by 19% in Q1 2026, selling an estimated $104K and leaving 1,220 shares worth $443K. The position accounts for 0.42% of the portfolio, ranked #77.

Corient IA first reported a position in SNA in Q1 2025 and has held it in 5 quarters since. The position peaked at $520K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Corient IA held 1,220 shares of Snap-on worth $443K as of Q1 2026.
  • Corient IA sold 280 Snap-on shares in Q1 2026, an estimated $104K.
  • Snap-on made up 0.42% of Corient IA's portfolio in Q1 2026, its #77 holding.
  • Corient IA first reported a position in Snap-on in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's Snap-on position peaked at $520K in Q3 2025.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.