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

Dogwood 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 		$805 Hold
2
– – ﹤0.01% 789
2026
Q1 		$726 Hold
2
– – ﹤0.01% 786
2025
Q4 		$689 Sell
2
-8
-80% -$2.73K ﹤0.01% 646
2025
Q3 		$3.46K Buy
+10
New +$3.27K ﹤0.01% 454
2024
Q3 		– Sell
-742
Closed -$204K – 502
2024
Q2 		$194K Buy
742
+386
+108% +$106K 0.12% 84
2024
Q1 		$106K Buy
356
+85
+31% +$24.1K 0.07% 103
2023
Q4 		$78.2K Buy
+271
New +$73.1K 0.06% 111

Other funds holding SNA

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Dogwood Wealth Management held its Snap-on (SNA) position steady in Q2 2026 at 2 shares worth $805. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Dogwood Wealth Management first reported a position in SNA in Q4 2023 and has held it in 7 quarters since. The position peaked at $194K in Q2 2024. 277 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Dogwood Wealth Management held 2 shares of Snap-on worth $805 as of Q2 2026.
  • Dogwood Wealth Management left its Snap-on share count unchanged in Q2 2026.
  • Snap-on made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #789 holding.
  • Dogwood Wealth Management first reported a position in Snap-on in Q4 2023 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Snap-on position peaked at $194K in Q2 2024.
  • 277 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.