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

Diversify 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
Q2 		$265K Sell
650
-91
-12% -$34.4K ﹤0.01% 1098
2026
Q1 		$280K Buy
+741
New +$275K 0.01% 988

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

Diversify Wealth Management's SNA Position: Q2 2026 in Review

Diversify Wealth Management reduced its Snap-on (SNA) stake by 12% in Q2 2026, selling an estimated $34.4K and leaving 650 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Diversify Wealth Management first reported a position in SNA in Q1 2026 and has held it in 2 quarters since. The position peaked at $280K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Diversify Wealth Management held 650 shares of Snap-on worth $265K as of Q2 2026.
  • Diversify Wealth Management sold 91 Snap-on shares in Q2 2026, an estimated $34.4K.
  • Snap-on made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1098 holding.
  • Diversify Wealth Management first reported a position in Snap-on in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Snap-on position peaked at $280K in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.