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EP Wealth Advisors’s Snowflake SNOW Stock Holding History

EP Wealth Advisors’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.1M Buy
271,679
+225,094
+483% +$41.4M 0.26% 58
2026
Q1 		$7.03M Buy
46,585
+1,514
+3% +$280K 0.03% 258
2025
Q4 		$9.89M Buy
+45,071
New +$11M 0.05% 203
2025
Q2 		$21.2M Buy
+94,722
New +$17.1M 0.14% 122
2024
Q3 		– Sell
-1,491
Closed -$201K – 1202
2024
Q2 		$201K Buy
+1,491
New +$220K ﹤0.01% 759
2023
Q3 		– Sell
-6,913
Closed -$1.21M – 774
2023
Q2 		$1.21M Sell
6,913
-7,245
-51% -$1.18M 0.02% 300
2023
Q1 		$159K Buy
+14,158
New +$2.08M ﹤0.01% 588

Other funds holding SNOW

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

EP Wealth Advisors increased its Snowflake (SNOW) stake by 483% in Q2 2026, buying an estimated $41.4M and bringing the position to 271,679 shares worth $69.1M. The position accounts for 0.26% of the portfolio, ranked #58.

EP Wealth Advisors first reported a position in SNOW in Q1 2023 and has held it in 7 quarters since. 1,452 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • EP Wealth Advisors held 271,679 shares of Snowflake worth $69.1M as of Q2 2026.
  • EP Wealth Advisors bought 225,094 Snowflake shares in Q2 2026, an estimated $41.4M.
  • Snowflake made up 0.26% of EP Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • EP Wealth Advisors first reported a position in Snowflake in Q1 2023 and has held it in 7 quarters since.
  • 1,452 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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