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CWS Financial Advisors’s Snap-on SNA Stock Holding History

CWS Financial Advisors’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
Q1 		$659K Sell
1,814
-271
-13% -$100K 0.17% 77
2025
Q4 		$719K Buy
2,085
+590
+39% +$202K 0.2% 70
2025
Q3 		$518K Buy
1,495
+220
+17% +$72K 0.14% 81
2025
Q2 		$397K Buy
1,275
+592
+87% +$188K 0.12% 96
2025
Q1 		$230K Hold
683
– – 0.07% 123
2024
Q4 		$232K Buy
+683
New +$231K 0.08% 117
2024
Q1 		– Sell
-3,321
Closed -$959K – 142
2023
Q4 		$959K Sell
3,321
-483
-13% -$130K 0.36% 40
2023
Q3 		$970K Sell
3,804
-105
-3% -$28.4K 0.39% 40
2023
Q2 		$1.13M Sell
3,909
-53
-1% -$13.7K 0.43% 30
2023
Q1 		$978K Sell
3,962
-568
-13% -$139K 0.39% 37
2022
Q4 		$1.04M Buy
4,530
+413
+10% +$93.3K 0.45% 31
2022
Q3 		$829K Sell
4,117
-4
-0.1% -$862 0.4% 38
2022
Q2 		$812K Sell
4,121
-367
-8% -$78.2K 0.37% 45
2022
Q1 		$922K Sell
4,488
-1
-0% -$211 0.35% 46
2021
Q4 		$967K Buy
+4,489
New +$959K 0.34% 47
2021
Q2 		$985K Sell
4,408
-122
-3% -$29.2K 0.39% 36
2021
Q1 		$1.04M Hold
4,530
– – 0.45% 31
2020
Q4 		$775K Sell
4,530
-4
-0.1% -$669 0.45% 47
2020
Q3 		$667K Sell
4,534
-84
-2% -$12.2K 0.44% 45
2020
Q2 		$640K Buy
+4,618
New +$587K 0.46% 45

Other funds holding SNA

BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

CWS Financial Advisors's SNA Position: Q1 2026 in Review

CWS Financial Advisors reduced its Snap-on (SNA) stake by 13% in Q1 2026, selling an estimated $100K and leaving 1,814 shares worth $659K. The position accounts for 0.17% of the portfolio, ranked #77.

CWS Financial Advisors first reported a position in SNA in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.13M in Q2 2023. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • CWS Financial Advisors held 1,814 shares of Snap-on worth $659K as of Q1 2026.
  • CWS Financial Advisors sold 271 Snap-on shares in Q1 2026, an estimated $100K.
  • Snap-on made up 0.17% of CWS Financial Advisors's portfolio in Q1 2026, its #77 holding.
  • CWS Financial Advisors first reported a position in Snap-on in Q2 2020 and has held it in 20 quarters since.
  • CWS Financial Advisors's Snap-on position peaked at $1.13M in Q2 2023.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.