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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
Q2 		$906K Buy
2,252
+438
+24% +$166K 0.2% 71
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 $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

CWS Financial Advisors's SNA Position: Q2 2026 in Review

CWS Financial Advisors increased its Snap-on (SNA) stake by 24% in Q2 2026, buying an estimated $166K and bringing the position to 2,252 shares worth $906K. The position accounts for 0.2% of the portfolio, ranked #71.

CWS Financial Advisors first reported a position in SNA in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.13M in Q2 2023. 1,063 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • CWS Financial Advisors held 2,252 shares of Snap-on worth $906K as of Q2 2026.
  • CWS Financial Advisors bought 438 Snap-on shares in Q2 2026, an estimated $166K.
  • Snap-on made up 0.2% of CWS Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • CWS Financial Advisors first reported a position in Snap-on in Q2 2020 and has held it in 21 quarters since.
  • CWS Financial Advisors's Snap-on position peaked at $1.13M in Q2 2023.
  • 1,063 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.