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CreativeOne Wealth’s Snap-on SNA Stock Holding History

CreativeOne Wealth’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
Q2 		$2.14M Buy
5,327
+1,717
+48% +$649K 0.05% 343
2026
Q1 		$1.31M Buy
3,610
+355
+11% +$132K 0.03% 478
2025
Q4 		$1.12M Sell
3,255
-186
-5% -$63.6K 0.03% 513
2025
Q3 		$1.19M Sell
3,441
-320
-9% -$105K 0.03% 484
2025
Q2 		$1.17M Buy
3,761
+397
+12% +$126K 0.03% 486
2025
Q1 		$1.13M Buy
3,364
+291
+9% +$98.9K 0.03% 441
2024
Q4 		$1.04M Buy
3,073
+40
+1% +$13.5K 0.03% 454
2024
Q3 		$879K Buy
3,033
+1,375
+83% +$379K 0.03% 468
2024
Q2 		$433K Sell
1,658
-857
-34% -$235K 0.02% 513
2024
Q1 		$745K Buy
2,515
+1,089
+76% +$309K 0.03% 449
2023
Q4 		$412K Sell
1,426
-1,989
-58% -$537K 0.03% 415
2023
Q3 		$871K Sell
3,415
-4,491
-57% -$1.21M 0.06% 255
2023
Q2 		$2.28M Buy
7,906
+3,159
+67% +$818K 0.11% 182
2023
Q1 		$1.17M Buy
4,747
+480
+11% +$117K 0.06% 277
2022
Q4 		$975K Buy
4,267
+2,433
+133% +$550K 0.05% 291
2022
Q3 		$369K Buy
+1,834
New +$395K 0.02% 478
2021
Q4 		– Sell
-985
Closed -$206K – 789
2021
Q3 		$206K Buy
985
+24
+2% +$5.32K 0.01% 660
2021
Q2 		$215K Buy
+961
New +$230K 0.01% 630
2021
Q1 		– Sell
-1,341
Closed -$229K – 608
2020
Q4 		$229K Buy
+1,341
New +$224K 0.02% 452

Other funds holding SNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CreativeOne Wealth's SNA Position: Q2 2026 in Review

CreativeOne Wealth increased its Snap-on (SNA) stake by 48% in Q2 2026, buying an estimated $649K and bringing the position to 5,327 shares worth $2.14M. The position accounts for 0.05% of the portfolio, ranked #343.

CreativeOne Wealth first reported a position in SNA in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.28M in Q2 2023. 1,065 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • CreativeOne Wealth held 5,327 shares of Snap-on worth $2.14M as of Q2 2026.
  • CreativeOne Wealth bought 1,717 Snap-on shares in Q2 2026, an estimated $649K.
  • Snap-on made up 0.05% of CreativeOne Wealth's portfolio in Q2 2026, its #343 holding.
  • CreativeOne Wealth first reported a position in Snap-on in Q4 2020 and has held it in 19 quarters since.
  • CreativeOne Wealth's Snap-on position peaked at $2.28M in Q2 2023.
  • 1,065 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.