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Diversify Wealth Management’s Snowflake SNOW Stock Holding History

Diversify Wealth Management’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.5M Sell
122,737
-270
-0.2% -$49.7K 0.56% 29
2026
Q1 		$17.4M Buy
123,007
+98,172
+395% +$18.2M 0.31% 61
2025
Q4 		$5.2M Sell
24,835
-2,654
-10% -$648K 0.24% 112
2025
Q3 		$7.62M Buy
27,489
+1,018
+4% +$219K 0.44% 50
2025
Q2 		$5.11M Buy
26,471
+1,412
+6% +$255K 0.32% 83
2025
Q1 		$4.02M Buy
+25,059
New +$4.25M 0.3% 96

Other funds holding SNOW

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Diversify Wealth Management reduced its Snowflake (SNOW) stake by 0.22% in Q2 2026, selling an estimated $49.7K and leaving 122,737 shares worth $33.5M. The position accounts for 0.56% of the portfolio, ranked #29.

Diversify Wealth Management first reported a position in SNOW in Q1 2025 and has held it in 6 quarters since. 1,452 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Diversify Wealth Management held 122,737 shares of Snowflake worth $33.5M as of Q2 2026.
  • Diversify Wealth Management sold 270 Snowflake shares in Q2 2026, an estimated $49.7K.
  • Snowflake made up 0.56% of Diversify Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Diversify Wealth Management first reported a position in Snowflake in Q1 2025 and has held it in 6 quarters since.
  • 1,452 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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