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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
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 $4.45B 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Elevation Wealth Partners's SNA Position: Q2 2026 in Review

Elevation Wealth Partners increased its Snap-on (SNA) stake by 773% in Q2 2026, buying an estimated $43.8K and bringing the position to 131 shares worth $52.7K. The position accounts for 0.02% of the portfolio, ranked #291.

Elevation Wealth Partners first reported a position in SNA in Q3 2025 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Elevation Wealth Partners held 131 shares of Snap-on worth $52.7K as of Q2 2026.
  • Elevation Wealth Partners bought 116 Snap-on shares in Q2 2026, an estimated $43.8K.
  • Snap-on made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #291 holding.
  • Elevation Wealth Partners first reported a position in Snap-on in Q3 2025 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.