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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return