Creative Planning’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.9M | Buy |
35,550
+11,569
| +48% | +$4.29M | 0.01% | 587 |
|
|
2025
Q4 | $8.26M | Buy |
23,981
+8,955
| +60% | +$3.06M | 0.01% | 701 |
|
|
2025
Q3 | $5.21M | Buy |
15,026
+2,710
| +22% | +$887K | ﹤0.01% | 855 |
|
|
2025
Q2 | $3.83M | Buy |
12,316
+477
| +4% | +$152K | ﹤0.01% | 896 |
|
|
2025
Q1 | $3.99M | Buy |
11,839
+962
| +9% | +$327K | ﹤0.01% | 801 |
|
|
2024
Q4 | $3.69M | Buy |
10,877
+968
| +10% | +$327K | ﹤0.01% | 800 |
|
|
2024
Q3 | $2.87M | Buy |
9,909
+446
| +5% | +$123K | ﹤0.01% | 886 |
|
|
2024
Q2 | $2.47M | Buy |
9,463
+1,361
| +17% | +$374K | ﹤0.01% | 898 |
|
|
2024
Q1 | $2.4M | Sell |
8,102
-917
| -10% | -$260K | ﹤0.01% | 895 |
|
|
2023
Q4 | $2.61M | Buy |
9,019
+406
| +5% | +$110K | ﹤0.01% | 801 |
|
|
2023
Q3 | $2.2M | Buy |
8,613
+227
| +3% | +$61.3K | ﹤0.01% | 819 |
|
|
2023
Q2 | $2.42M | Buy |
8,386
+80
| +1% | +$20.7K | ﹤0.01% | 735 |
|
|
2023
Q1 | $2.05M | Buy |
8,306
+632
| +8% | +$154K | ﹤0.01% | 767 |
|
|
2022
Q4 | $1.75M | Sell |
7,674
-56
| -0.7% | -$12.7K | ﹤0.01% | 798 |
|
|
2022
Q3 | $1.56M | Buy |
7,730
+834
| +12% | +$180K | ﹤0.01% | 776 |
|
|
2022
Q2 | $1.36M | Buy |
6,896
+107
| +2% | +$22.8K | ﹤0.01% | 847 |
|
|
2022
Q1 | $1.4M | Buy |
6,789
+3,079
| +83% | +$650K | ﹤0.01% | 845 |
|
|
2021
Q4 | $799K | Buy |
3,710
+163
| +5% | +$34.8K | ﹤0.01% | 1058 |
|
|
2021
Q3 | $741K | Buy |
3,547
+109
| +3% | +$24.2K | ﹤0.01% | 1093 |
|
|
2021
Q2 | $768K | Sell |
3,438
-89
| -3% | -$21.3K | ﹤0.01% | 1053 |
|
|
2021
Q1 | $814K | Buy |
3,527
+90
| +3% | +$17.7K | ﹤0.01% | 1153 |
|
|
2020
Q4 | $588K | Sell |
3,437
-936
| -21% | -$156K | ﹤0.01% | 1221 |
|
|
2020
Q3 | $643K | Buy |
4,373
+364
| +9% | +$52.9K | ﹤0.01% | 1002 |
|
|
2020
Q2 | $555K | Sell |
4,009
-1,768
| -31% | -$225K | ﹤0.01% | 979 |
|
|
2020
Q1 | $629K | Sell |
5,777
-339
| -6% | -$50.1K | ﹤0.01% | 838 |
|
|
2019
Q4 | $1.04M | Sell |
6,116
-512
| -8% | -$83.5K | ﹤0.01% | 776 |
|
|
2019
Q3 | $1.04M | Sell |
6,628
-23
| -0.3% | -$3.53K | ﹤0.01% | 740 |
|
|
2019
Q2 | $1.1M | Sell |
6,651
-202
| -3% | -$32.9K | ﹤0.01% | 725 |
|
|
2019
Q1 | $1.07M | Buy |
6,853
+19
| +0.3% | +$3.02K | ﹤0.01% | 709 |
|
|
2018
Q4 | $993K | Buy |
6,834
+369
| +6% | +$58.4K | ﹤0.01% | 674 |
|
|
2018
Q3 | $1.19M | Buy |
6,465
+374
| +6% | +$65.2K | ﹤0.01% | 691 |
|
|
2018
Q2 | $979K | Buy |
6,091
+666
| +12% | +$101K | ﹤0.01% | 759 |
|
|
2018
Q1 | $800K | Sell |
5,425
-391
| -7% | -$64.3K | ﹤0.01% | 856 |
|
|
2017
Q4 | $1.01M | Sell |
5,816
-153
| -3% | -$24.7K | ﹤0.01% | 724 |
|
|
2017
Q3 | $889K | Buy |
5,969
+539
| +10% | +$81K | ﹤0.01% | 775 |
|
|
2017
Q2 | $858K | Buy |
5,430
+85
| +2% | +$13.9K | ﹤0.01% | 765 |
|
|
2017
Q1 | $902K | Buy |
5,345
+300
| +6% | +$51.6K | ﹤0.01% | 720 |
|
|
2016
Q4 | $864K | Sell |
5,045
-205
| -4% | -$33.3K | 0.01% | 680 |
|
|
2016
Q3 | $798K | Buy |
5,250
+2,048
| +64% | +$316K | 0.01% | 689 |
|
|
2016
Q2 | $505K | Buy |
3,202
+702
| +28% | +$111K | ﹤0.01% | 771 |
|
|
2016
Q1 | $392K | Sell |
2,500
-784
| -24% | -$120K | ﹤0.01% | 854 |
|
|
2015
Q4 | $563K | Buy |
3,284
+667
| +25% | +$111K | ﹤0.01% | 707 |
|
|
2015
Q3 | $395K | Buy |
+2,617
| New | +$420K | ﹤0.01% | 839 |
|
|
2015
Q2 | – | Sell |
-2,819
| Closed | -$415K | – | 2718 |
|
|
2015
Q1 | $415K | Buy |
2,819
+87
| +3% | +$12.2K | ﹤0.01% | 819 |
|
|
2014
Q4 | $374K | Buy |
2,732
+130
| +5% | +$17K | ﹤0.01% | 823 |
|
|
2014
Q3 | $315K | Buy |
2,602
+1,844
| +243% | +$227K | ﹤0.01% | 847 |
|
|
2014
Q2 | $90K | Buy |
758
+307
| +68% | +$35.5K | ﹤0.01% | 1506 |
|
|
2014
Q1 | $51K | Sell |
451
-48
| -10% | -$5.2K | ﹤0.01% | 1789 |
|
|
2013
Q4 | $55K | Buy |
499
+100
| +25% | +$10.4K | ﹤0.01% | 1546 |
|
|
2013
Q3 | $40K | Sell |
399
-3,160
| -89% | -$303K | ﹤0.01% | 1652 |
|
|
2013
Q2 | $318K | Buy |
+3,559
| New | +$312K | 0.01% | 530 |
|
Other funds holding SNA
VCM
VPM
Creative Planning's SNA Position: Q1 2026 in Review
Creative Planning increased its Snap-on (SNA) stake by 48% in Q1 2026, buying an estimated $4.29M and bringing the position to 35,550 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #587.
Creative Planning first reported a position in SNA in Q2 2013 and has held it in 51 quarters since. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.
- Creative Planning held 35,550 shares of Snap-on worth $12.9M as of Q1 2026.
- Creative Planning bought 11,569 Snap-on shares in Q1 2026, an estimated $4.29M.
- Snap-on made up 0.01% of Creative Planning's portfolio in Q1 2026, its #587 holding.
- Creative Planning first reported a position in Snap-on in Q2 2013 and has held it in 51 quarters since.
- 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.