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Cornerstone Planning Group’s Snap-on SNA Stock Holding History

Cornerstone Planning Group’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 		$44.4K Sell
118
-10
-8% -$3.71K 0.01% 430
2025
Q4 		$47.4K Sell
128
-84
-40% -$28.7K 0.01% 366
2025
Q3 		$57.5K Buy
212
+182
+607% +$59.6K 0.01% 308
2025
Q2 		$9.68K Sell
30
-35
-54% -$11.1K ﹤0.01% 564
2025
Q1 		$19.8K Buy
65
+36
+124% +$12.2K ﹤0.01% 414
2024
Q4 		$10.2K Hold
29
– – ﹤0.01% 426
2024
Q3 		$9.67K Sell
29
-9
-24% -$2.48K ﹤0.01% 419
2024
Q2 		$10.3K Sell
38
-11
-22% -$3.02K ﹤0.01% 436
2024
Q1 		$13.3K Sell
49
-3
-6% -$852 ﹤0.01% 357
2023
Q4 		$15K Hold
52
– – 0.01% 359
2023
Q3 		$13.3K Hold
52
– – 0.01% 370
2023
Q2 		$15K Buy
+52
New +$13.5K 0.01% 515
2022
Q4 		$11.7K Buy
+50
New +$11.3K ﹤0.01% 585

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

Cornerstone Planning Group's SNA Position: Q1 2026 in Review

Cornerstone Planning Group reduced its Snap-on (SNA) stake by 7.8% in Q1 2026, selling an estimated $3.71K and leaving 118 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #430.

Cornerstone Planning Group first reported a position in SNA in Q4 2022 and has held it in 13 quarters since. The position peaked at $57.5K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Cornerstone Planning Group held 118 shares of Snap-on worth $44.4K as of Q1 2026.
  • Cornerstone Planning Group sold 10 Snap-on shares in Q1 2026, an estimated $3.71K.
  • Snap-on made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #430 holding.
  • Cornerstone Planning Group first reported a position in Snap-on in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Snap-on position peaked at $57.5K in Q3 2025.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.