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Elevation Wealth Partners’s Snap-on SNA Stock Holding History

Elevation Wealth Partners’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
Q3 		$78.5K Buy
216
+85
+65% +$33.5K 0.02% 249
2026
Q2 		$52.7K Buy
131
+116
+773% +$43.8K 0.02% 291
2026
Q1 		$5.45K Buy
15
+7
+88% +$2.59K ﹤0.01% 684
2025
Q4 		$2.76K Buy
8
+1
+14% +$342 ﹤0.01% 746
2025
Q3 		$2.43K Buy
+7
New +$2.29K ﹤0.01% 612

Other funds holding SNA

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Elevation Wealth Partners's SNA Position: Q3 2026 in Review

Elevation Wealth Partners increased its Snap-on (SNA) stake by 65% in Q3 2026, buying an estimated $33.5K and bringing the position to 216 shares worth $78.5K. The position accounts for 0.02% of the portfolio, ranked #249.

Elevation Wealth Partners first reported a position in SNA in Q3 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold SNA as of Q3 2026.

  • Elevation Wealth Partners held 216 shares of Snap-on worth $78.5K as of Q3 2026.
  • Elevation Wealth Partners bought 85 Snap-on shares in Q3 2026, an estimated $33.5K.
  • Snap-on made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #249 holding.
  • Elevation Wealth Partners first reported a position in Snap-on in Q3 2025 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held Snap-on as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.