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Curated Wealth Partners’s Snap-on SNA Stock Holding History

Curated Wealth Partners’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 		$1.53M Buy
+37,595
New +$14.2M 0.2% 92
2021
Q4 		– Sell
-966
Closed -$202K – 152
2021
Q3 		$202K Hold
966
– – 0.11% 141
2021
Q2 		$216K Hold
966
– – 0.12% 139
2021
Q1 		$223K Buy
+966
New +$190K 0.14% 128

Other funds holding SNA

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Curated Wealth Partners's SNA Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Snap-on (SNA) in Q2 2026: 37,595 shares worth $1.53M. The stake represents 0.2% of the portfolio and ranks #92 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in SNA as recently as Q3 2021.

Curated Wealth Partners first reported a position in SNA in Q1 2021 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Curated Wealth Partners held 37,595 shares of Snap-on worth $1.53M as of Q2 2026.
  • Snap-on was a new Curated Wealth Partners position in Q2 2026.
  • Snap-on made up 0.2% of Curated Wealth Partners's portfolio in Q2 2026, its #92 holding.
  • Curated Wealth Partners first reported a position in Snap-on in Q1 2021 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.