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
2023 Q4	–	Sell	-500	Closed	-$1.99K	–	3060
2023 Q3	$1.99K	Sell	500 -1,500	-75%	-$244K	﹤0.01%	2804
2023 Q2	$76.2K	Sell	2,000 -1,000	-33%	-$163K	﹤0.01%	2392
2023 Q1	$99.5K	Hold	3,000	–	–	﹤0.01%	2258
2022 Q4	$104K	Sell	3,000 -100	-3%	-$15.3K	﹤0.01%	2137
2022 Q3	$187K	Buy	3,100 +100	+3%	+$16.6K	﹤0.01%	1932
2022 Q2	$123K	Buy	3,000 +2,000	+200%	+$317K	﹤0.01%	1951
2022 Q1	$83K	Buy	+1,000	New	+$258K	﹤0.01%	2012
2021 Q4	–	Sell	-2,500	Closed	-$201K	–	2208
2021 Q3	$201K	Hold	2,500	–	–	﹤0.01%	1864
2021 Q2	$135K	Sell	2,500 -500	-17%	-$116K	﹤0.01%	1844
2021 Q1	$74K	Buy	3,000 +900	+43%	+$240K	﹤0.01%	2299
2020 Q4	$171K	Buy	2,100 +100	+5%	+$28.5K	﹤0.01%	1948
2020 Q3	$155K	Buy	+2,000	New	+$476K	﹤0.01%	1747

Other funds holding SNOW

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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.