Creative Planning
SNOW icon

Creative Planning’s Snowflake SNOW Stock Holding History

Creative Planning’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
Q1 		$35.8M Sell
237,364
-48,171
-17% -$8.92M 0.02% 276
2025
Q4 		$62.6M Buy
285,535
+57,788
+25% +$14.1M 0.04% 169
2025
Q3 		$51.4M Buy
227,747
+59,538
+35% +$12.8M 0.04% 184
2025
Q2 		$37.6M Buy
168,209
+17,843
+12% +$3.23M 0.03% 222
2025
Q1 		$22M Buy
150,366
+2,465
+2% +$418K 0.02% 300
2024
Q4 		$22.8M Buy
147,901
+3,916
+3% +$551K 0.02% 267
2024
Q3 		$15.1M Sell
143,985
-15,650
-10% -$1.92M 0.01% 337
2024
Q2 		$21.6M Buy
159,635
+15,662
+11% +$2.31M 0.02% 249
2024
Q1 		$23.3M Sell
143,973
-6,765
-4% -$1.31M 0.03% 233
2023
Q4 		$30M Buy
150,738
+24,082
+19% +$4.07M 0.06% 185
2023
Q3 		$19.3M Buy
126,656
+75,253
+146% +$12.3M 0.03% 241
2023
Q2 		$9.05M Buy
51,403
+9,635
+23% +$1.57M 0.01% 372
2023
Q1 		$6.44M Sell
41,768
-33,770
-45% -$4.95M 0.01% 438
2022
Q4 		$10.8M Buy
75,538
+2,710
+4% +$413K 0.02% 325
2022
Q3 		$12.4M Sell
72,828
-26,035
-26% -$4.31M 0.02% 262
2022
Q2 		$13.7M Buy
98,863
+21,176
+27% +$3.35M 0.02% 262
2022
Q1 		$17.8M Sell
77,687
-10,088
-11% -$2.61M 0.03% 219
2021
Q4 		$29.7M Sell
87,775
-1,819
-2% -$634K 0.05% 141
2021
Q3 		$27.1M Sell
89,594
-31,602
-26% -$8.99M 0.05% 149
2021
Q2 		$29.3M Sell
121,196
-13,533
-10% -$3.15M 0.05% 132
2021
Q1 		$30.9M Buy
134,729
+122,208
+976% +$32.6M 0.06% 119
2020
Q4 		$3.52M Buy
12,521
+10,156
+429% +$2.89M 0.01% 463
2020
Q3 		$594K Buy
+2,365
New +$563K ﹤0.01% 1049

Other funds holding SNOW

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Creative Planning's SNOW Position: Q1 2026 in Review

Creative Planning reduced its Snowflake (SNOW) stake by 17% in Q1 2026, selling an estimated $8.92M and leaving 237,364 shares worth $35.8M. The position accounts for 0.02% of the portfolio, ranked #276.

Creative Planning first reported a position in SNOW in Q3 2020 and has held it in 23 quarters since. The position peaked at $62.6M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Creative Planning held 237,364 shares of Snowflake worth $35.8M as of Q1 2026.
  • Creative Planning sold 48,171 Snowflake shares in Q1 2026, an estimated $8.92M.
  • Snowflake made up 0.02% of Creative Planning's portfolio in Q1 2026, its #276 holding.
  • Creative Planning first reported a position in Snowflake in Q3 2020 and has held it in 23 quarters since.
  • Creative Planning's Snowflake position peaked at $62.6M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.