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	–	Sell	-13,700	Closed	-$12.8K	–	4192
2025 Q4	$12.8K	Hold	13,700	–	–	﹤0.01%	3865
2025 Q3	$143K	Buy	+13,700	New	+$2.94M	﹤0.01%	3592
2025 Q2	–	Sell	-13,700	Closed	-$153K	–	3785
2025 Q1	$153K	Hold	13,700	–	–	﹤0.01%	3150
2024 Q4	$274	Buy	+13,700	New	+$1.93M	﹤0.01%	3570
2024 Q3	–	Sell	-6,500	Closed	-$237K	–	3297
2024 Q2	$237K	Hold	6,500	–	–	﹤0.01%	2549
2024 Q1	$155K	Buy	+6,500	New	+$1.26M	﹤0.01%	2625
2023 Q4	–	Sell	-6,500	Closed	-$45.1K	–	3061
2023 Q3	$45.1K	Buy	6,500 +3,000	+86%	+$488K	﹤0.01%	2494
2023 Q2	$858	Hold	3,500	–	–	﹤0.01%	2616
2023 Q1	$16.3K	Hold	3,500	–	–	﹤0.01%	2422
2022 Q4	$27.8K	Buy	+3,500	New	+$534K	﹤0.01%	2295

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.