Dakota Wealth Management’s Snap-on SNA Stock Holding History

Dakota Wealth Management’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	$2.82M	Sell	7,767 -315	-4%	-$117K	0.06%	231
2025 Q4	$2.79M	Buy	+8,082	New	+$2.76M	0.05%	242
2024 Q1	–	Sell	-753	Closed	-$217K	–	781
2023 Q4	$217K	Sell	753 -195	-21%	-$52.6K	0.01%	589
2023 Q3	$242K	Sell	948 -606	-39%	-$164K	0.01%	539
2023 Q2	$448K	Buy	1,554 +720	+86%	+$186K	0.02%	401
2023 Q1	$206K	Buy	+834	New	+$204K	0.01%	559

Other funds holding SNA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dakota Wealth Management's SNA Position: Q1 2026 in Review

Dakota Wealth Management reduced its Snap-on (SNA) stake by 3.9% in Q1 2026, selling an estimated $117K and leaving 7,767 shares worth $2.82M. The position accounts for 0.06% of the portfolio, ranked #231.

Dakota Wealth Management first reported a position in SNA in Q1 2023 and has held it in 6 quarters since. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

Dakota Wealth Management held 7,767 shares of Snap-on worth $2.82M as of Q1 2026.
Dakota Wealth Management sold 315 Snap-on shares in Q1 2026, an estimated $117K.
Snap-on made up 0.06% of Dakota Wealth Management's portfolio in Q1 2026, its #231 holding.
Dakota Wealth Management first reported a position in Snap-on in Q1 2023 and has held it in 6 quarters since.
1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.