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EP Wealth Advisors’s Snap-on SNA Stock Holding History

EP Wealth Advisors’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 		$878K Buy
2,181
+1,045
+92% +$395K ﹤0.01% 789
2026
Q1 		$413K Sell
1,136
-155
-12% -$57.4K ﹤0.01% 994
2025
Q4 		$445K Buy
+1,291
New +$441K ﹤0.01% 939
2025
Q2 		$322K Sell
1,034
-42
-4% -$13.4K ﹤0.01% 980
2025
Q1 		$363K Sell
1,076
-608
-36% -$207K ﹤0.01% 830
2024
Q4 		$572K Sell
1,684
-41
-2% -$13.8K ﹤0.01% 651
2024
Q3 		$500K Buy
1,725
+868
+101% +$239K ﹤0.01% 694
2024
Q2 		$224K Buy
857
+47
+6% +$12.9K ﹤0.01% 731
2024
Q1 		$240K Buy
810
+20
+3% +$5.68K ﹤0.01% 688
2023
Q4 		$228K Buy
+790
New +$213K ﹤0.01% 686

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's SNA Position: Q2 2026 in Review

EP Wealth Advisors increased its Snap-on (SNA) stake by 92% in Q2 2026, buying an estimated $395K and bringing the position to 2,181 shares worth $878K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

EP Wealth Advisors first reported a position in SNA in Q4 2023 and has held it in 10 quarters since. 1,063 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • EP Wealth Advisors held 2,181 shares of Snap-on worth $878K as of Q2 2026.
  • EP Wealth Advisors bought 1,045 Snap-on shares in Q2 2026, an estimated $395K.
  • Snap-on made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #789 holding.
  • EP Wealth Advisors first reported a position in Snap-on in Q4 2023 and has held it in 10 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.