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Crestwood Advisors Group’s Snap-on SNA Stock Holding History

Crestwood Advisors Group’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 		$2.07M Buy
5,145
+570
+12% +$215K 0.03% 242
2026
Q1 		$1.66M Buy
4,575
+81
+2% +$30K 0.03% 244
2025
Q4 		$1.55M Buy
4,494
+584
+15% +$200K 0.03% 237
2025
Q3 		$1.35M Buy
3,910
+96
+3% +$31.4K 0.02% 252
2025
Q2 		$1.19M Buy
3,814
+23
+0.6% +$7.32K 0.02% 262
2025
Q1 		$1.28M Buy
3,791
+16
+0.4% +$5.44K 0.02% 249
2024
Q4 		$1.28M Buy
3,775
+16
+0.4% +$5.4K 0.02% 226
2024
Q3 		$1.09M Buy
3,759
+38
+1% +$10.5K 0.02% 224
2024
Q2 		$973K Buy
3,721
+17
+0.5% +$4.67K 0.02% 225
2024
Q1 		$1.1M Sell
3,704
-496
-12% -$141K 0.02% 208
2023
Q4 		$1.21M Hold
4,200
– – 0.03% 198
2023
Q3 		$1.07M Buy
+4,200
New +$1.13M 0.03% 192

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 $3.38T AUM 44.17% 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

Crestwood Advisors Group's SNA Position: Q2 2026 in Review

Crestwood Advisors Group increased its Snap-on (SNA) stake by 12% in Q2 2026, buying an estimated $215K and bringing the position to 5,145 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #242.

Crestwood Advisors Group first reported a position in SNA in Q3 2023 and has held it in 12 quarters since. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Crestwood Advisors Group held 5,145 shares of Snap-on worth $2.07M as of Q2 2026.
  • Crestwood Advisors Group bought 570 Snap-on shares in Q2 2026, an estimated $215K.
  • Snap-on made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #242 holding.
  • Crestwood Advisors Group first reported a position in Snap-on in Q3 2023 and has held it in 12 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.